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.

Our Services

We deliver comprehensive support services including everything you’d expect from a financial printer—and a whole lot more you wouldn’t—including:

EDGAR Filing

Comprehensive filing services including HTML and XML conversion.

SEC Modernization

A complete solution including support for Form N-PORT and Form N-CEN.

iXBRL

Inline XBRL tagging and EDGAR filing for open- and closed-end funds.

Typesetting

Production of formatted regulatory materials, focused on accuracy and timeliness.

Fund Fact Sheets

Automated fact sheet production tailored to your firm’s specific needs.

Printing & Fulfillment

One-stop-shop for all your financial printing needs, big or small.

Document Hosting

Customized web pages fulfilling all linking and layering requirements.

Fund Website Development

SEC- and FINRA-compliant, fully customizable financial service website design.

Tailored Shareholder Reporting

An end-to-end solution for automating data and output for EDGAR, iXBRL, web, and print.

Form 13F Filing

Trust our regulatory experts to guide you through the 13F filing requirements.

FilePoint by the Numbers

3,500

fund and adviser clients

of the largest third-party administrators serviced

100+

funds within standalone fund complexes serviced

What We Do

FilePoint is a regulatory tech company that provides full-service regulatory disclosure solutions to clients in the financial industry. Our job is to simplify the filing process, making regulatory reporting and disclosure as smooth as possible for all parties. Using our industry-leading technology and client-focused model, we create automated, tailored workflows for each of our relationships. Being wholly focused on investment companies means we’re always developing new ways to enhance our services to better meet our clients’ unique needs and exceed their expectations.

Let’s Talk