At FilePoint®, we know the financial services industry. We have a strong grasp of the regulatory requirements, have studied the forms and understand the rules. We get that being accurate and on time are of the utmost importance. And just like those ever-changing regulatory requirements, we never stop evolving to better serve our clients’ needs. It’s just who we are.
FilePoint was founded in 2007 by Frank Watson and Dodie Boesch. Today, FilePoint has a full suite of both traditional and digital regulatory disclosures services.
At FilePoint, people are our priority. The proof is in the relationships we form with clients—and in the way we treat employees. We’re always looking for innovative, client-focused, detail-oriented go-getters who appreciate a challenge and welcome responsibility. If that sounds like you and you’re interested in a career with great benefits, stellar co-workers and opportunities for advancement, check out our job openings. We’re always looking for good candidates. Please feel free to send your resume to HR@viewpointpartners.co for future consideration.See Open Positions
Our mission is to bring unparalleled expertise, personalized service, and relentless innovation to address, and even anticipate, the needs of our clients in the financial services industry.
That’s what we’re here for.
That’s how we provide value.
That’s what clients expect.
That’s what creates opportunity.
That’s the fun part.
That’s what we all deserve.
That’s because we succeed together.
FilePoint’s affiliate company, Fairview, delivers comprehensive back-office support services for investment advisers and other financial institutions including all-things compliance, data and cyber security solutions, and portfolio accounting tailored to fit clients’ specific needs.