JobTrax® is a platform that FilePoint offers to provide clients the ability to monitor the status of jobs (past and present) as well as related files in real time. It can also process data and generate certain EDGAR-ready filings such as NPORT, N-CEN, and Tailored Shareholder Reports.
Key Benefits
Peace of mind:
Check the status of your jobs in real time. Keep track of all the moving pieces, from tagging to filing to printing and posting. See whether conversion is in progress, drafts are available for download, an invoice is being prepared, and more.
Access current and previous filings:
View your full job history or search for specifics using dynamic filters and keyword search tools. Questions about where a job came from? JobTrax® has the answers, complete with a record of who requested it and when, as well as versions of all proofs and links to live filings.
Save time:
Automatically generate EDGAR-ready filings for NPORT, N-CEN, and Tailored Shareholder Reports. Edit, proof and approve your content directly within the platform or email FilePoint’s service team to process updates on your behalf.
Key Features:
✓ View job details for all Trusts, Series, and Classes under your scope
✓ Track the status of active jobs being processed by our team
✓ Leverage our document library for your own recordkeeping
✓ Download an excel export of your jobs and their statuses
✓ View and download PDF proofs of your documents
✓ Navigate to submitted EDGAR filings on the SEC’s website
✓ SOC 2 Type II compliant
