Online Ordering Made Simple: Empower Teams with a Smart, Secure Storefront
Streamline online ordering across your firm with an intuitive responsive-designed ordering platform, purpose built for financial services.
Storefront enables wholesalers, advisors, and internal teams to order print and digital marketing materials from a compliant, privilege-based platform that respects licensing, location, and entitlement controls. Toppan Merrill will collaborate with you to maximize the benefits of digital distribution and omni channel delivery for all assets.
Industry-Specific Order Entry Technology
Industry-Specific Order Entry Technology
Storefront is an SSAE16 certified, branded platform built for financial services companies with ease of use and regulatory compliance at the forefront, offering privilege-based access by state, firm, or license level to ensure the highest level of security.
Real-Time Administration and Flexibility
Real-Time Administration and Flexibility
Marketing teams can update materials with new revisions, manage firm-product relationships and item metadata settings in a secure platform, maximizing productivity and ensuring accuracy across all materials.
Solution Stack Integration
Solution Stack Integration
Seamlessly connect to Salesforce, your Digital Asset Management platform, Seismic, and legacy systems for a single, consistent user experience.
Print-on-Demand and Digital Asset Support
Print-on-Demand and Digital Asset Support
Order marketing materials from campaigns, welcome kits, videos, brochures, podcasts, and forms, all from a single interface.
Omni Channel Distribution
Omni Channel Distribution
Improve efficiency engagement and ROI with automated digital delivery. Omni channel distribution includes ordering items via download, print on demand, automated bounce-to-print and microsites.
Personalization
Personalization
Couple your data with our digital and print production capabilities to build personalize letters, kits, digital and print campaigns for an improved member experience.
Accessibility
Accessibility
Users work within an ADA and WCAG 2.1 AA compliant solution built with accessibility in mind.
Data-Driven Composition: Automate Recurring and Campaign-Based Communications
Whether it’s a daily letter program, monthly product or welcome kit runs, complex policy print programs or ad-hoc campaigns, this workflow offers rules-based document production without compromising quality, speed or security.
Automated Campaign Management
Automated Campaign Management
Manage recurring investor communications and sales campaigns using templated, data-driven workflows.
Dynamic Composition and Personalization
Dynamic Composition and Personalization
Dynamically compose documents using sophisticated business rules, kit bill of materials and recipient-level data through distribution of materials, all while adhering to your brand and regulatory requirements.
Language Translation
Language Translations
Integrate translations from English to 100+ languages into automated workflows.
Compliance-Governed Fulfillment
Compliance-Governed Fulfillment
Deliver regulated communications with confidence, backed by fulfillment controls that safeguard accuracy and compliance.
Program Transparency
Program Transparency
Online dashboards bring end-to-end program and data transparency for all stages of the document composition and production lifecycle.
Automated Document Archiving and Retrieval
Automated Document Archiving and Retrieval
Automatically archive all versions of your regulated documents for full audibility and fast retrieval via online archiving or document delivery to you.
Traditional Fulfillment That Is Anything but Old-School
Fulfill even the most complex product kits, campaigns, and advisor materials, faster and with total transparency.
Comprehensive Distribution Services
Comprehensive Distribution Services
Manage the print and digital delivery of all materials – statements, brochures, kits, premiums and applications – while optimizing cost through the use of print on demand and just in time print.
Integrated Fulfillment & Print Services
Integrated Fulfillment & Print Services
Order management, kitting, collation, digital print for static, variable and personalized documents, finishing and mailing services.
Fulfillment Models
Fulfillment Models
Benefit from print-on-demand, print-to-shelf inventory, digital delivery or a microsite, each configured to meet your compliance requirements.
End-to-End Program Visibility
End-to-End Program Visibility
Benefit from 2D barcode-based integrity manufacturing to track inventory, shipments, and usage trends with real-time dashboards and enhanced business analytics.
Dedicated Program Management
Dedicated Program Management
Work with a dedicated account team that understands your distribution model, channels, and compliance environment inside and out.
Mailing Services
Mailing Services
Ensure postal optimized, compliant mailing through consultative analysis, end-to-end integrity manufacturing workflow, and NCOA/CASS-verified address accuracy.
Let’s Make Compliant Communications and Financial Marketing Fulfillment Easier, Together
Whether you’re navigating complex disclosure requirements, rolling out a new marketing campaign, or simply trying to streamline fulfillment workflows, you don’t have to do it alone.
Dedicated Toppan Merrill account teams bring deep regulatory expertise and decades of industry experience, acting as an extension of your team to help you solve challenges, stay compliant, and deliver with confidence.
Talk with us about how we can simplify your communications, modernize your operations, and support your firm’s success at every step.
Let’s get started.
Year after year, companies rely on the experience and expertise of the Toppan Merrill team.
Updates and Insights
Navigating the compliance landscape for Investment Management Companies
RILA Lessons Learned: Closing the Books on the Initial N-4 Conversion Cycle
Guy Stanzione – Director, SEC Compliance Services
EDGAR Next for ’40 Act filers
Gordon Ruckdeschel – Vice President, Compliance Services and Funds