Reintroducing FilePoint

April 3, 2023

RALEIGH, NC: Today, FilePoint launched a new brand, including a new logo, new website, and new look and feel.

Amidst all these exciting changes, there are some things that will remain the same:

1. Ownership. FilePoint’s ownership is the same. It is still independently owned and operated, just as it’s always been.
2. Commitment to clients. Client relationships, and ensuring their success, remains
3. FilePoint’s people. Its services are still driven by innovative, client-focused, detail-oriented go-getters.

“FilePoint has changed a lot over the past 16 years,” said Frank Watson, FilePoint Founder and Chairman. “This new brand is not a change in ownership, nor is it a change in the structure of our company. It is simply a better representation of who we are today, and who we want to be in the future.”  

FilePoint’s mission is to bring unparalleled expertise, personalized service, and relentless innovation to address, and even anticipate, the needs of clients in the financial services industry. This updated brand helps give FilePoint an enhanced platform to support this mission.

“Our employees are our secret sauce,” said Stephanie Tracey, FilePoint CEO. “This new brand is a representation of the growth they’ve created through a relentless focus on innovation, deep industry expertise, and strong client partnerships. I can’t wait to see what’s ahead for FilePoint.”

Since FilePoint launched in 2007, it has expanded from a traditional financial printer to a full-service reg-tech company, offering a full suite of both digital and traditional services, ranging from web hosting to iXBRL automation to N-PORT and N-CEN filings, and more. Today FilePoint serves 3,500 fund and investment adviser clients, including 10 of the largest third-party administrators.

FilePoint’s affiliate company, Fairview, which provides back office support services to investment advisers, also unveiled its new brand. FilePoint and Fairview are both supported by ViewPoint Partners, which provides shared services or operations support to each company. Across all entities, Fairview, FilePoint and ViewPoint Partners have more than 125 employees. 

To learn more about the new brand, and how FilePoint supports clients in the financial services industry, please visit the FilePoint website or watch this video.