For TSR
One-time Integration and Implementation
FundDocs for TSR offers multiple options for seamless integration into an existing fund website:
- Linking directly to individual documents via a unique URL
- Seamlessly embedding document table into an existing website via iframe
- Linking to document table as a standalone web page
- Hosting of your entire fund website, including fund documents
Key Features of FundDocs for TSR:
- Compliance with all SEC regulatory requirements. Our team of regulatory experts handles all of the linking and layering requirements, including the incorporation of supplemental filings.
- Highly responsive service. Our dedicated, local Client Services team helps ensure projects are completed efficiently and accurately.
- Ability to match your brand standards. All fonts, colors and UI elements can be updated to match your branding standards and existing website look and feel.
- Fully responsive and reconfigurable layout. Our web developers support various UI layouts for navigating multiple classes, funds or trusts; compatible with all mobile devices.
- Flexibility to host any combination of documents. Depending on your specific needs, FilePoint can host a portion of regulatory documents, all regulatory documents, or even additional documents such as applications and fact sheets.
- Flexibility to work with any combination of parties. We can host documents produced by FilePoint, or received from any party – legal, financial reporting or even directly from another vendor.
- Option to incorporate ADA and AODA PDF conformance. We can assist with updating documents to your desired level of accessibility compliance.
- Option to fully integrate print-on-demand fulfillment. Our service team will print, mail and log any post-sale fulfillment or individual print requests received directly from the FundDocs platform.
