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:

FilePoint by the Numbers

3,500

fund and adviser clients

10

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

Time isn’t always on your side. Reach out now so we can help.

Talk to a specialist at 919-706-4090 or email us at file@filepoint.com.