Seamlessly Outsource Fund Document Hosting

With FundDocs for TSR, we utilize software on your behalf to manage the entire process. Just send us your documents, and we’ll handle the rest. It’s that simple.

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FundDocs For TSR

One-time Integration and Implementation

FundDocs for TSR offers multiple options for seamless integration into an existing fund website:

  1. Linking directly to individual documents via a unique URL
  2. Seamlessly embedding document table into an existing website via iframe
  3. Linking to document table as a standalone web page
  4. 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.