Case Study: Mayflower Consulting achieves accurate, auditable PDS production with Objective Keystone

Ensuring the accuracy of a PDS with an auditable process

Mayflower Consulting manages the production of Product Disclosure Statements (PDS) for wealth management companies, where accuracy and compliance are critical because any misleading information can have serious consequences. To handle the complexity of multiple contributors, tight deadlines, and the need for a reliable process, Mayflower Consulting turned to Objective Corporation and its Objective Keystone product.

Objective Corporation implemented Objective Keystone as a single source of truth for PDS production, with permanent recordkeeping, track changes, and auditable version control to support review by board members, stakeholders, and subject matter experts. The result was a faster PDS rollout, less stress for the team, and greater confidence that every document met requirements through an auditable process that Mayflower Consulting could rely on.

Mayflower Consulting

Sarah Penn

Founder and CEO