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Services for Asset Managers

Document Optimization

More Carrot is the inventor of the golden source prospectus: a fully compliant document with exportable, marketing-grade language. It eliminates the costs and risks of having separate language for compliance and sales, and ensures the maximum benefit from content management systems. Prospectuses, KIIDS/KIDS, letters, forms, and other documents can be optimized as a group or individually.

Content Maintenance

Ongoing maintenance protects a firm’s investment in optimized documents and ensures that the quality does not erode over time. Maintenance programs cover both product and regulatory changes. Content maintenance is available whether your documents are hosted by More Carrot, a content management system, or a third party.

Production and Project Management

For many optimized documents, More Carrot offers high quality, fast-response production services as well as project management. These services can free up staff for other tasks while maintaining document quality.

Full Suite Outsourcing

For boutique asset managers, the burdens of regulatory and customer documents can be especially challenging. More Carrot can help with outsourcing that combines document optimization with ongoing updates and production.