FilePoint® Regulatory Filings

Full-service regulatory disclosure services.

Simplify SEC filings with our full suite of regulatory disclosure solutions for investment companies and investment advisers.

FilePoint provides full-service regulatory disclosure solutions to the financial services industry, including EDGAR and iXBRL filing, typesetting, printing, document hosting, and web development services for registered investment companies and investment advisers.

Traditional Services

EDGAR

Full document conversion and filing services for investment companies and investment advisers.

Typesetting

High-quality documents delivered quickly and accurately—including prospectuses, financial reports, fact sheets, and marketing pieces.

iXBRL

iXBRL experts to guide clients through the iXBRL process with accuracy, a quick turnaround time, and deep technical knowledge.

Printing & Fulfillment

Our fulfillment platform and print expertise can provide considerable efficiency for your printing and mailing needs.

NPORT + NCEN

A full solution for SEC modernization reporting requirements.


Digital Services

Website Development

Fully compliant websites with limitless customization for funds, ETFs, and investment advisers.

AutoFact / FUND FACT SHEET AUTOMATION

Automation of the production of customized fact sheets, producing high-quality output quickly.

FundDocs / DOCUMENT LINKING + HOSTING

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

ETFData / ETF DATA PAGE + SITE PLUGIN

Fulfillment of the daily posting requirements specific to ETFs by seamlessly automating data feeds into an existing website.

For us, ‘full service’ might be an understatement.

FilePoint’s high-quality, high-touch regulatory disclosure solutions are always expanding to keep up with the needs of investment companies, mutual funds and investment advisers.

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