Going to the ICI Tax and Accounting Conference?

At FilePoint, we specialize in creating customized, automated solutions that save time and eliminate risk. We also provide complete, hands on support to all of our clients, making regulatory filings as seamless as possible.

One of our solutions, TSRTrax, utilizes automation to address every facet of the new Tailored Shareholder Reports rule. If you would like to learn more about TSRTrax, or any of our other solutions, let us know and we can provide more details.

How FilePoint’s TSRTrax works:

Related Services:

Tailored Shareholder Reporting

An end-to-end solution for automating data and output for EDGAR, iXBRL, web and print.

iXBRL

Inline XBRL tagging and EDGAR filing for open- and closed-end funds.

Edgar Filing

Comprehensive filing services including HTML and XML conversions.