Compliance

In an industry where documents are subject to increased scrutiny, tighter deadlines, and more complex reporting, McMunn Associates seasoned team of professionals provides technology, industry knowledge, and efficiencies to ensure our clients meet the most demanding compliance requirements. For more information regarding our services, please click on the links below.

​Expert Project Management

• Robust, knowledgeable team with comprehensive knowledge
  of compliance documents
• Workflow analysis to tighten the timeline without sacrificing quality
  in the overall process
• Management of crucial internal deadlines and filing requirements
• Identifying opportunities for data integration, automation, and other efficiencies

Design and Automation

• Full document review for recommendations on layout and design
• Complete data analysis to maximize retrieval, exports, and integrity
• Custom charts, graphs, and tables to best illustrate data
• Disclosure harmonization and content library management

Cost Management

• Analysis of volumes, costs, and projections
• Print-ready files that can be submitted to your printer of choice
• EDGAR-ready files that can be filed through your own filing agent
• Custom electronic distribution and tracking