SYDNEY--(BUSINESS WIRE)--
Donnelley Financial Solutions (NYSE: DFIN), a leading global provider of
innovative software and services for the creation, production and
distribution of compliance documents to investors and regulators, is
collaborating with Equity Trustees, one of Australia’s largest
independent trustee companies, to implement its new document and content
management system and workflow tool.
Leveraging on expertise gained from thousands of clients worldwide,
Donnelley Financial Solutions will significantly enhance how Equity
Trustees create and manage their documents. As the Trustee for more than
200 funds, Equity Trustees currently produces more than 400 offer
documents, the majority of which contain important financial information
relating to the performance of investments.
Last month Equity Trustees decided to incorporate FundSuiteArc, a
content management and workflow system developed by Donnelley Financial
Solutions.
FundSuiteArc gives users the ability to store and manage information in
a central, online repository so disclosure and regulatory documents can
be easily edited and published for display on the web, for print and for
submission to global regulators. The platform provides a streamlined
offer document process to replace the previous manual process to create
documents.
By implementing the new system, Equity Trustees is able to ensure
consistency and accuracy in documentation, an improved verification and
approval process, built-in audit trails and significant efficiency
gains. It enables seamless updates across multiple offer documents and a
quicker path to market with up to date information.
“An additional benefit of the new platform is that it paves the way for
improved client services, with the ability for documents to be accessed
by clients and authorised stakeholders through cloud-based media,” says
Harvey Kalman, Executive General Manager, Corporate Trustee Services.
Harvey added, “This is all about providing an improved service to our
clients through harnessing the most up to date tools available in the
market to help us do our job as efficiently as possible. We anticipate a
reduction on the costs of producing documents as less time will need to
be spent formatting, checking and will streamline our workflow
considerably.”
Colm Carey, who heads up Donnelley Financial Solutions’ business
development efforts in Australia, shared some insights, “We are taking a
collaborative approach to this project, working closely alongside the
teams at Equity Trustees to advise on areas where we can streamline
content, develop custom workflows, and implement industry best
practices.”
“One example where we are adding significant value through this process
is in helping the Equity Trustees’ team to share text across multiple
documents. Our experts will work with Equity Trustees to analyse their
document library and drive efficiencies and consistency.”
The FundSuiteArc platform includes an integrated, automated tool to
handle document creation, including content management, collaboration
and workflow and publishing. FundSuiteArc was created specifically to
meet the needs of the fund investment community, providing the ability
to quickly and easily create, manage and publish fund communications in
any language.
For more information, please contact: Colm Carey via email: colm.carey@dfsco.com
or phone: +61 2 9199 8719
About Donnelley Financial Solutions
Donnelley Financial Solutions (NYSE: DFIN) provides software and
services that enable clients to communicate with confidence in a complex
regulatory environment. With 3,500 employees in 61 locations across 18
countries, we provide thousands of clients globally with innovative
tools for content creation, management and distribution, as well as data
analytics and multi-lingual localization services. Leveraging advanced
technology, deep-domain expertise and 24/7 support, we deliver
cost-effective solutions to meet the evolving needs of our clients. For
more information about Donnelley Financial Solutions, visit dfsco.com.
About Equity Trustees
Equity Trustees was established in 1888 to provide independent and
impartial trustee and executor services to help families throughout
Australia protect their wealth. As one of Australia’s largest listed
independent trustees, the company offers a diverse range of services to
individuals, families and corporate clients including aged care advice,
asset management, estate planning, philanthropic services and
responsible entity services for external fund managers. Equity Trustees
Limited is a wholly owned subsidiary of EQT Holdings Limited, a public
company listed on the Australian Securities Exchange (ASX: EQT).
Use of Forward-Looking Statements
This news release may contain "forward-looking statements" within the
meaning of Section 21E of the Securities Exchange Act of 1934, as
amended, and the U.S. Private Securities Litigation Reform Act of 1995.
Readers are cautioned not to place undue reliance on these
forward-looking statements and any such forward-looking statements are
qualified in their entirety by reference to the following cautionary
statements. All forward-looking statements speak only as of the date of
this news release and are based on current expectations and involve a
number of assumptions, risks and uncertainties that could cause the
actual results to differ materially from such forward-looking
statements. Readers are strongly encouraged to read the full cautionary
statements contained in Donnelley Financial Solutions’ filings with the
SEC. Donnelley Financial Solutions disclaims any obligation to update or
revise any forward-looking statements.
View source version on businesswire.com: http://www.businesswire.com/news/home/20161102006929/en/
Donnelley Financial Solutions
Investor Contact:
Dave
Gardella
Chief Financial Officer
312.326.8155
david.a.gardella@dfsco.com
Source: Donnelley Financial Solutions