POS Fund Facts
for National Instrument 81-102

Your Partner for the Delivery of Your POS Fund Facts as Required by NI 81-102

Doxim is the trusted partner for top tier mutual fund distributors. Doxim has the expertise and experience to assist you with all aspects of your requirements and to present you with solutions that optimize your cost, ensure your compliance and deliver an optimal customer experience.

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See Why Wealth Management Firms, Mutual Fund Dealers and Manufacturers Trust Doxim

Doxim Client Onboarding was chosen because of its ability to automate some of the account opening/update functions within our business. Now, customer documentation is now consistent with corporate branding. Changes can be made quickly, and customer information is stored in a secure, central location.

This was one of the largest and most complex proxy mailings ever undertaken by Dynamic, encompassing approximately 1.7MM security holder records and delivering almost 1MM individual packages. I think it’s fair to say that our demands were anything but ordinary and that your team stepped up to the plate to deliver solutions that were compliant, cost-effective, and doable, that ultimately lead us to execute a very successful meeting. At project close, the level of response, attention to detail, and flexibility shown to us were exceptional and superior to our experiences with other vendors. We were able to realize significant savings versus budget, due in large part to having worked with this company.

To make it easier to offer these unique loans within a tight timeframe, we required a fully integrated lending platform, so the application and approval process are completed seamlessly and quickly. We chose Doxim solutions because of their flexibility and ease of configuration. Doxim’s products will let us bring automated SBLOC provision to the market faster than any other vendor we reviewed.

Doxim saves time with SLAs, which get statements out 3-4 business days earlier! We also experience an immediate cost savings of 15%. Doxim committed to meet targets, and succeeded consistently. As an executive sponsor, I was very satisfied. In all areas Doxim met or exceeded expectations. We had positive client feedback, with immediate uptake of e-presentment over print options.

With this web-based system, there was no learning curve because the system highlights mandatory fields and automatically checks for errors. When we demo it to prospective advisors, they get excited about the technology. We regularly use it as a recruitment tool to attract new advisors!

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Ready to see why hundreds of banks wealth management firms and mutual fund dealers and manufacturers choose the Doxim as their vendor of choice? Book a meeting and we’ll show you how Doxim can help deliver all your financial communications.