ETF Websites: Fully Compliant, Fully Customizable

Promote your ETF online AND meet compliance requirements. Seamlessly.

Download PDF

The SEC requires that all ETFs include the following information:

  • NAV (updated daily)
  • Market Price (updated daily)
  • Median bid-ask spread over the most recent thirty calendar days (updated daily)
  • Portfolio holdings (updated daily)
  • Historical premium/discount data displayed in a table and line graph (updated quarterly)
  • Disclosures of premium/discount values outside of expected range (updated as needed)
  • Regulatory documents (prospectus, SAI, Annual Reports, etc.)

To help support these requirements, FilePoint creates, updates, and maintains fund websites. Key benefits include:

Fully compliant

with SEC and FINRA requirements for fund websites

Seamless integration

of daily NAVs, commentaries, charts, and more

Customizable designs

based on your unique preferences and branding specifications


Two Options

We offer two options for ETF website support:

1. Full Website Design: 

Our team can build ETF websites based on your design preferences and specifications.

Websites are:

  • Fully responsive (mobile friendly)
  • Support any necessary external data feeds
  • Fully backed up and replicated to the cloud, allowing continuous uptime and instant failover
  • Built for easy integration of any type of content (blogs, videos, contact forms, etc.)

FilePoint Website Examples:

2. ETFdata iFrame:

If you have an existing website, we can provide an embeddable suite of data that contains all required disclosures.

Our iFrames:

  • Can be styled to match your website design
  • Are fully responsive (mobile friendly)
  • Can be embedded into your website with a simple one-line code provided by us

FilePoint iFrame Examples: 

FilePoint Website Examples:

 

FilePoint iFrame Examples: 

Interested in learning more? Email or call 919-706-4090 for a demo.

Email FilePoint