Shareholder Communications and Marketing

DMX BROCHURE | CAREERS

Shareholder Marketing and Regulatory Communications

Financial Printing

Prospectus, annual report, fund fact sheets and compliance document printing and preparation

Shareholder Marketing and Communications

EDGAR Filings

EDGAR I (ASCII) and EDGAR II (HTML/PDF) filings

Shareholder Communications

Production and mailing of your annual report, prospectus, compliance mailings, newsletters, etc. Includes data standardization and householding services

Statement and Confirmation Processing

Preparation and mailing of shareholder statements and confirms with secure, automated data transfer

Fulfillment

Web-based order processing, inventory management and reporting through our literature and product fulfillment system

Database Construction, Analysis and Maintenance

Operational and analytical database design, custom application and report programming, transaction processing, data entry and data hygiene

Direct Marketing

Strategic development, creative services, print, mail and project management

AdvisorNet

Ideal for wholesaling, this online database features information on over 60,000 Registered Investment Advisors

At DMX Direct, you will not pay monopoly prices for inflexible shareholder communication services, financial printing and literature inquiry fulfillment.

DMX has provided financial and shareholder communications fulfillment since 1991. Our customers appreciate our flexibility, proactive customer service, expertise, and prices. We practice Extreme QC™ (our total commitment to quality and service).

DMX shareholder communication services include financial printing, literature inquiry fulfillment, statement processing, e-delivery, EDGAR services, and regulatory direct mail, just to name a few. Since 1995, DMX has met the specifications and qualifies as a Charles Schwab OneSource® approved service bureau. We often solve unique requirements by implementing custom processes that integrate with our clients' legacy systems.

Our shareholder communication services clients trust our exceptional service. Please give us an opportunity to earn your trust as well.

Financial Printing

Typesetting, composition and proofreading
EDGAR services
Regulatory and Compliance Printing: prospectus, quarterly and annual reports, proxies
On-demand personalization and customization
Digital cut-sheet and continuous printing
Offset printing
Conventional and electronic pre-press
On-line proofing, PDF and HTML

Regulatory & Marketing Direct Mail

Compliance and regulatory mail
Marketing direct mail
Multi-page statement processing
Selective inserting
Personalization and customization, small and large files
Householding and customer record data hygiene to reduce print and mail costs through our proprietary software DataBert™

Fulfillment Services

Inquiry fulfillment: On-demand customized, personalized communications distribution
Broker dealer literature fulfillment
Statement processing, confirms and tax reports
Multi-channel distribution database compilation and inquiry sourcing
Web-based order processing, inventory and process management ClickQuery™
Web-based EIS query tools and reports including channel investments, redemptions, media tracking and advertising ROI. ClickQuery™
Kitting, pick and pack fulfillment
Warehousing of printed and collateral materials
International shipping

Electronic Delivery

Electronic delivery of communications e-Delivery and Proxy-Email.com
Opt-in and opt-out tools, database management