The Quickest, Most Cost-Effective, and Accurate Solution for Your Funds

Workiva® and FilePoint® Create Partnership to Streamline SEC Compliance for Registered Investment Companies

OUR SERVICES

We provide you with the utmost in personal service at incredibly competitive prices with no hidden fees.

EDGAR Filing

NPORT + NCEN

We utilize our foundation of regulatory knowledge, technical ability, and strong service model to offer a full solution for SEC modernization reporting requirements.

iXBRL

We’ve filed thousands of XBRL filings; clients trust our accuracy, turnaround time and technical knowledge. Our staff of XBRL experts stay on the forefront of the latest SEC rules, ensuring a worry-free path through the latest regulatory hurdles.

TYPESETTING

FACT SHEETS

We can automate the creation of custom fund fact sheets by importing data from any source into our internal datadesign platform to create web-ready PDFs, print-ready PDFs, or interactive web pages.

PRINTING & FULFILLMENT

Whether you are printing in quantities of one or one million, our fulfillment platform and print expertise can provide considerable efficiency for your printing and mailing needs.

DOCUMENT HOSTING

In addition to creating web-ready files with bookmarks and required links between documents, we have the ability to host any documents on a customized webpage with links to view, download, and request printed copies.

WEBSITE DEVELOPMENT

We create, update and maintain fully SEC and FINRA compliant fund websites with limitless customization. Unlike most web design firms, we work exclusively with mutual funds, ETFs, and investment advisers.

ABOUT FILEPOINT^®

We aim to be a more knowledgeable, friendlier, and cost-effective choice.

The utmost personal service at incredibly competitive prices.

FilePoint® is a full-service filing agent providing EDGAR and iXBRL filing, typesetting, printing, document hosting, and web development services for Investment Companies, Broker Dealers, Banks, Investment Advisers, and Public Companies.

We are staffed with knowledgeable services agents who understand the financial service sector, comprehend the regulatory requirements, study the forms, and know the rules.

We will provide you with the utmost in personal service at incredibly competitive prices, with no hidden fees.

FilePoint® was founded specifically to support the financial services and investment community. We have solid, long-term experience in all facets of the investment industry and understand the need for accuracy and promptness of SEC filings.

Need To Talk Now?

We understand the compliance requirements and time sensitivity of the industry.

919.706.4090

TALK TO A SPECIALIST

file@filepoint.com

EMAIL US