Downloadable Tailored Shareholder Report Templates

Highly customizable TSRs, with your branding and preferences. Click the link below to view three sample reports.

Download Templates

FilePoint creates highly customizable Tailored Shareholder Reports (TSRs), based on your specific branding requirements and preferences. We use automation to ensure the report is user-friendly and consistently meets your design and formatting specifications. We also check to make sure that each TSR:

  • Maximizes space (to minimize extra pages for printing)
  • Has even, consistently formatted margins
  • Is prepped for high-quality printing

To download examples, click here.


Contact us to learn more or to speak with a member of our team.