End-to-End Regulatory Reporting Made Simple

FilePoint helps fund administrators, ETFs, investment advisers, and other investment companies streamline regulatory reporting, disclosures, and investor communications. With proprietary technology and hands-on service, we help meet deadlines, reduce risk, and simplify the entire process.

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Trusted by Leading Funds and Administrators

FilePoint supports hundreds of fund and adviser clients, including many of the industry’s largest third-party administrators. Our team of regulatory experts use high-touch service coupled with our proprietary technology to simplify the entire regulatory disclosures process.

Everything You Need Under One Roof

SEC Reporting & Filing

From intake through EDGAR submission, printing, and delivery, we manage the entire process.

Tailored Shareholder Reporting

Automated TSR workflows for EDGAR, iXBRL, web, and print, built around your data and your preferences.

Automation Technology

Custom software solutions that increase efficiency, reduce manual work, and mitigate risk.

Investor Marketing & Communications

Typesetting, printing, and compliant web delivery that helps advisers grow funds. Seamlessly.

Flexible Support: Full Service or À La Carte