Our clients are primarily mutual fund companies, broker-dealers, and financial institutions that need to produce, manage, distribute and file regulatory and client-facing reports and documents.

McMunn Associates, Inc. is a financial services report and document complete solution company founded in 1986. We specialize in helping mutual fund companies and financial institutions automate their document production and distribution workflows through the EnVision Automation suite.

We have been serving the financial services industry since 1986, giving us nearly four decades of specialized expertise in report creation and document composition automation.