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Automated Distribution Across Global Teams

Distribute Fund Documents with Precision

StoneShot detects updates in your document library and distributes fund documents based on each client’s selected funds, region, and preferred frequency. Built to support global teams with multiple distribution groups, you can ensure clients receive only what’s relevant to them.

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Fund document distribution
Smart syncing for faster fund communication

Dynamic Document Library

Smart Syncing for Faster Fund Communication

Our document library pulls in your latest fund documents and metadata, detecting updates automatically and triggering distribution workflows. You can host the documents yourself or let us manage them for you — and we offer custom integrations with your document provider for seamless syncing.

Personalized Client Preferences

Timely, Relevant Updates—On Their Terms

Clients can subscribe just to the funds of interest, choosing how often they receive updates — in real-time, weekly, monthly, or quarterly. Preferences are captured via branded forms that can be embedded into your website and always stay in sync with your document library — no manual upkeep required.

Timely relevant updates on their terms
Tailored email delivery with insightful analytics

Email Distribution

Tailored Email Delivery with Insightful Analytics

Clients receive updates their way... one email per document or bundled roundups with multiple funds in a single email. Send from a relationship manager or your client services team, and gain full visibility into who’s opened, clicked, and downloaded — with every action tied to the client’s engagement score.

Enterprise Ready

Regional Fund Distribution Controls

Support multiple regions and compliance rules with distribution groups. DDS ensures that clients only receive updates on funds that are available in their region, aligning perfectly with local offerings and regulatory requirements.

Regional fund distribution controls

You'll be in Great Company

Trusted by boutiques and global financial services brands

  • BNY Mellon
  • Causeway
  • edentree
  • CIBC
  • Quilter Investors
  • UBS
  • Legal & General
  • BNP Paribas
  • HSBC
  • RBS
  • BlackRock
  • Alcentra
BNY Mellon Causeway edentree CIBC Quilter Investors UBS Legal & General BNP Paribas HSBC RBS BlackRock Alcentra

Here’s What Our Customers Have To Say

Users voted StoneShot a Leader and High Performer on G2

Built For Financial Services

“Stoneshot is one of the best comprehensive platforms for the asset management industry!"

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Financial Services

User Friendly Design

"StoneShot is great to use, allowing you to build emails easily & backed up with great MI."

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Verified User
Financial Services

Dedicated Support

"Great marketing automation platform with an outstanding support team"

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Verified User
Financial Services

We can help get more from your Marketing Budget

Elevate your email and events program with StoneShot. Learn how we've driven these successes.

55%

Reduction in Fake Opens and Clicks

19%

Increase in Quality Leads

80%

Reduction in Production Time

Users Voted StoneShot a Leader and High Performer on G2

We’re proud to be rated highly on G2 by customers who use StoneShot every day. Feedback from our customers has helped us build a platform that truly supports the way financial marketing teams work.

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Frequently Asked Questions

What is Fund Document Distribution?
It’s a StoneShot feature that automates sending fund documents to clients, letting them choose the funds they follow and how often they receive updates.
How do clients receive the documents?
Instead of bulky attachments, clients get an email with personalized, secure links to the latest documents.
Can clients choose how often they get updates?
Yes. They can opt for instant alerts, daily, weekly, or monthly updates, depending on their preferences.
What types of documents can be distributed?
You can send factsheets, KIIDs/KIDs, annual reports, commentaries, and other compliance-approved fund materials.
How does this help with compliance?
Documents are distributed from a central source, ensuring clients always get the latest approved version and reducing the risk of sending outdated materials.
Can we track who has opened or accessed documents?
Yes. StoneShot provides detailed engagement reporting so you know when documents are viewed. It drives engagement scoring too.
Is the process automated?
Yes. Once set up, the system automatically sends updates based on your schedule and client preferences.
Can clients change their preferences later?
Absolutely. Clients can adjust which funds they follow and how often they get updates at any time.
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Conversions With StoneShot

  • Complimentary 30-day trial
  • Personalize content for higher engagement
  • Track performance and optimize future campaigns
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