Services

Fund Services
 
  
Literature Fulfillment

At U.S. Bancorp Fund Services, LLC, we handle retail as well as intermediary channel literature fulfillment, including prospect kit assembly, mailing, inventory management and control. Our state-of-the-art technology provides clients with an integrated solution that improves operational efficiencies and reduces costs.

Our customized literature fulfillment services include:

  • Customized prospect and fund group correspondence
  • 24-hour standard turnaround
  • Overnight mail services
  • Bulk order services for financial intermediaries
  • Real-time inventory tracking
  • Inventory management and controls
  • Customized client materials management
  • Automatic download of orders placed via clients' websites
  • Electronic distribution


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