We keep your fund website compliant with the website relevant aspects of SEC regulations 6c-11, 30e-1, 30e-3, and 19a-1 and make critical information available such as returns, historical daily NAV, yields, discount/premium disclaimers, and annual and semi-annual reports.
Data
Fund data can require multiple data sources and advanced data structuring, which is why we connect directly to the custodial banks, exchange, transfer agents, and data providers to meet the needs of any type of fund.
Data feed management
We manage all the data feeds from each custodial bank, exchange, or third-party data provider to ensure accuracy. These data points include general fund info, performance, yields, pricing, and holdings, to name a few.
Structured data
By having your data structured properly, you ensure accurate information is collected and aggregated when your site is crawled. This also supports accessibility requirements.
Marketing tools
Our intuitive media center technology allows fund managers to share articles, insights, and videos as well as collect subscribers—engaging investors and advisors to drive informed investment decisions.
Media center
Our media center technology will assist in the marketing of your fund by providing press releases, featured articles, and thought leadership in HTML, PDF, and video formats.
Investor analytics
Whether it's a retail investor or financial advisor, we can provide detailed information about visitors to your website that you can act on.
Email alerts
From financial advisors to individual investors, we can automate press releases and filings while providing the ability to communicate with your investors, which is integral in communicating the value of your fund.
Optimized for SEO & mobile
Creating an optimized mobile experience not only enhances your investors’ user experience, it also improves SEO and website accessibility.
Privacy
Cookie management systems
While we are not affiliated with any cookie management system, we do integrate with the following at no charge:
Whether it's the white glove treatment of our proactive team or the millisecond response of our automation, one thing is for sure: Once you become accustomed to this level of service, our industry-leading 99% retention rate will make perfect sense.
100% U.S.-based, full-time client services
It's the American way! And it reduces your security risk.
24/7 Support
We are on your schedule. Rest assured our team is there and ready to help at a moment's notice.
Unlimited content updates
Our team will handle all typical investor relations and earnings updates without charging you extra.
Security is engrained into the DNA of the entire company and is even one of our core values.
Our infrastructure is optimized from DNS to our content distribution network to every line of validated code. Our DNS and content distribution servers use Anycast technology to route requests to the server closest to each visitor, minimizing website load time anywhere in the world. Our system dynamically allocates resources to meet changing network traffic patterns.
Equisolve's control environment for our IR websites, Corporate websites, Fund websites, and Accessibility as a Service product/service offering is ISO 27001 certified and SOC 2 Type II audited. Additionally, we use our patented technology to protect your MNPI and give you peace of mind.
From every line of code to every pixel of design, we build using the WCAG 2.2 AA guideline. We also ensure your website will remain accessible with our proprietary weekly/monthly scanning and remediation.
Additionally, 100% of our client services and production teams are professionally trained by Deque in the WCAG accessibility standards and many are certified by the IAAP.
Included
Included in your development and ongoing monthly maintenance service:
Manual reviews by our IAAP-certified accessibility specialists at launch
Monthly accessibility scans
Monthly remediation of any Equisolve HTML accessibility errors found during the scan
Also available
If you or your 3rd party vendors are not able to address the accessibility of the additional content found on your site, we can:
Remediate press releases and SEC filings in real-time using our patented technology
Provide PDF remediation, closed captioning, and audio descriptions for audio and video
VPAT
Our Accessibility Conformance Report (ACR) for our Investor Relations Company Template product was produced from VPAT v2.5 (Voluntary Product Accessibility Template). Our VPAT document is updated annually.
This article explores the relationship between website accessibility and ESG factors for public companies. An inaccessible website can harm the social aspect of ESG and lead to accessibility lawsuits, impacting the governance aspect.
Reg FD requires companies to disclose material information to all investors simultaneously and failure to do so in real-time to individuals with disabilities may be a violation of Reg FD.
Having an ADA-compliant (accessible) Investor Relations Website has become essential, and not only reduces legal risks, but also supports ESG goals and meets the needs of underserved investors.
5 new state privacy laws become effective in 2023 for businesses that operate or collect personal consumer information. These new laws have surprising implications for your Investor Relations Websites that could open you up to hidden liabilities for digital accessibility.
Remediate press releases and SEC filings in real-time using our patented technology