FilePoint provides technical typesetting services for prospectuses, financial shareholder reports, proxies, fact sheets, and other fund documents with speed and accuracy.
Our typesetting platform allows us to automate the HTML and iXBRL for SEC filing with the push of a button.
We offer a complete turnkey solution to format your typesetting documents, print them, distribute them to your investors, post them online, and file them with the SEC in whichever data format you require.
Leveraging proprietary technology, our team of typesetting experts does the work to ensure your documents are clean, stylized, and consistent.
Our change-tracking software lets you see exactly what has been modified in your document since the previous draft.
We can customize our service offering to best suit your specific needs with tailored workflow and automated data integration.
The SEC adopted broad new rules requiring many filings under the Securities Exchange Act of 1934 to be submitted electronically through EDGAR, including the use of structured data when specified as well as a follow‑on final rule extending most of the compliance deadlines to give firms adequate time to build and test compliant technology.
The SEC recently announced two updates regarding Form N-PORT. First, the SEC announced on Feb. 20, 2026, that it is proposing amendments to reporting requirements on Form N-PORT that would apply some relief to certain registered investment companies, including registered open-end funds, registered closed-end funds, and certain exchange-traded funds.
