Rivet's Mutual Fund Package is the solution that combines the experience of our Professional Services team and the strength of our Crossfire Reporting Platform to put you in control of your XBRL Mutual Fund Risk/Return Summary mandate from the U.S. Securities and Exchange Commission (SEC). Rivet has invested over 100,000 hours into our XBRL platform and developed a strong relationship with the SEC over the past few years. We even created the XBRL rendering engine the SEC uses for the Mutual Fund Risk/Return Summary mandate. Some of the key benefits are below:

• Rivet's Mutual Fund Package will assist you with all aspects of meeting the SEC's XBRL Risk/Return Summary Mandate.
• Cut costs and streamline your technology processes with our XBRL solution.
• Rivet's solution ensures your Risk/Return Summary rendering matches your filed information exactly as it was intended.
• You will increase control over your Risk/Return Summary information since the data is pulled directly from your source documents – no rekeying necessary!
• Support your Summary Prospectus processing using XBRL at the same time you meet the Risk/ Return Summary mandate.

You can be secure in the knowledge that you are backed by Rivet's outstanding team of Mutual Fund subject matter experts, and XBRL professionals. Rivet’s Mutual Fund Package includes the tools and services necessary to manage your SEC XBRL Risk/Return Summary process from beginning to end. Your team will benefit from Rivet's experience and gain the knowledge needed to begin filing your Risk/Return Summary in XBRL.

Rivet's Mutual Fund Package – Professional Services Team

Rivet's Mutual Fund Package includes a range of services designed to provide the level of help you need to manage your Mutual Fund Risk/Return Summary filing process. You will work directly with our Professional Services team members that specialize in working specifically with XBRL for Mutual Funds. This allows you to make changes to your Risk/Return Summary information up to the very last minute.

Our Professional Services Team is available to provide filing support and/or training in:

• Creating an extended taxonomy including all CIK’s, Series and Classes information;
• Tagging and tag optimization for your Mutual Fund Risk/Return Summary information; and
• Pre-submission review, validation, submission, and post-submission publishing.

Rivet's Mutual Fund Package – Product Information

Rivet's Mutual Fund Package is a web-based software solution designed to ease the burden for the SEC Risk/Return Summary mandate. Our Crossfire Reporting Platform shields preparers from the complexity of XBRL, which helps minimize the learning curve for non-technical users and reduces the time and effort required to prepare Interactive Data filings for the SEC. Our Mutual Fund Package works with any Prospectus/Fund Reporting system.

Features designed to prepare your SEC Risk/Return Summary filing include:

• Manage your filing submission workflow with multiuser collaboration and document tracking.
• Stay current with our hosted solution which adopts all taxonomy updates from the SEC, including the most recent Risk/Return Summary taxonomy.
• Track changes with our tracking and versioning controls to provide a permanent record of all changes to your documents for full audit control.
• Minimize errors with extensive built-in filing validation controls. Templates retain data for future use, so ongoing filing effort is minimized.
• Preview your XBRL documents pre-filing and publish XBRL reports to your own website post-filing with just one click.

Once your submission is complete, your team can use Crossfire to review and analyze Risk/Return Summary information. By utilizing the familiar Microsoft Excel interface, Crossfire allows you to easily import, view and analyze data from any SEC Mutual Fund and compare your data with that of other SEC filers.

Features designed to create and analyze your reports include:

• One-click publishing of your XBRL Risk/Return Summary and Summary Prospectus information to the web with links back to the full prospectus.
• Intuitively design and create standard report layouts using Microsoft Excel. Drag-and-drop taxonomy elements or an entire section of a taxonomy directly onto an Excel worksheet.
• Easily create comparison reports to benchmark your XBRL data against all other mutual fund filers.
• Rapidly convert your existing Word, Excel or PDF Prospectus and supporting documents into XBRL.