About Us

We’re not what you’d expect—and that’s a good thing.

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’s Commitment to Service

At FilePoint, we do things differently. We are client centric. Our team is made up of highly trained RegTech experts. Here’s what that means for our clients:

  • Jobs are customized to your preferences and your workflows, not the other way around. We pride ourselves on creating customized solutions, supported by technology, to meet your needs. Our proprietary systems document and implement your preferences for workflow and output. We also leverage automation for efficiency and accuracy.
  • Just send us what you need, and we’ll take it from there. We utilize our technology on your behalf. No training or licenses are required. Just send us your files and we’ll handle the rest. Our team utilizes our internal applications, which are specifically designed for the regulatory industry, making the process as easy and efficient as possible for you.
  • Your calls, questions, and emails are answered–thoroughly. We have organizational roles and systems to ensure that emails and inquiries are consistently monitored and answered promptly. And, since our production team is also our support team, when you contact us, you will reach someone who is knowledgeable about the industry and can assist with your specific needs.
  • If you have a question about a project, we know the answer.  We log every step of every job and anticipate the comprehensive timeline. Our platform tracks when projects are started, correspondence, changes requested and implemented, and audit logs for all updates and approvals.
  • You can rest assured that we will get the job done correctly, accurately, and on time. Our team of experienced production associates—including paralegals, computer scientists, and technical designers—perform our regulatory disclosure work. We have a robust quality control process, overseen by our regulatory experts and our client management team.

Our number one goal is to make your job easier.

Join us at FilePoint.

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

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.

Our Values

Do the work.

That’s what we’re here for.

Never stop improving.

That’s how we provide value.

Be accountable.

That’s what clients expect.

Build relationships.

That’s what creates opportunity.

Always be innovating.

That’s the fun part.

Come as you are.

That’s what we all deserve.

Empower others.

That’s because we succeed together.

Get top-notch compliance support from strategy to execution.

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.

See what full-service support really looks like.

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