Engage with Your Shareholders

Comply. Execute. Distribute.

alps advisors inc
john hancock
Easotn Vance Investment Managers

Mutual Funds

Mutual fund companies are under pressure to display their value and communicate their investment strategies and returns so that investors come, stay, and increase their investments, all while staying in compliance with a myriad of regulations. Keeping up with the rapid changes in marketing, market sentiment, and regulatory changes is daunting. 

DG3’s mutual funds services cover every aspect of the shareholder engagement process, from risk intelligence, content development technology, new communications design strategy, SEC filing, print and mail services, compliance website development and hosting, and ADA compliance solutions. Our team of experts will support your enterprise-wide communication requirements with white glove service, providing a single source for execution from concept through distribution.

Solutions for Mutual Funds

From concept through distribution, DG3 is your single source for execution of communications programs. We take a white glove approach and provide boutique client support. Whether you’re looking to meet regulatory deadlines, manage regulatory content, or reduce the cost of communications, DG3 is here to provide end-to-end marketing and compliance communications solutions under one roof.

  • Online content and document management
  • SEC filing
  • Printing and distribution
  • Fulfillment services
  • ADA remediation
  • Forms management
  • Risk disclosure database
  • Shareholder report redesign services
  • Online materials ordering platforms
  • Website development