FilePoint delivers automated iXBRL tagging and SEC filing services for open- and closed-end funds, combining proprietary technology with expert oversight to reduce manual work, accelerate timelines, and improve filing confidence.
Our proprietary software is already linked to our HTML conversion, making for a turnkey iXBRL conversion with the push of a button.
Automated iXBRL Tagging—From Conversion to Submission
We provide iXBRL tagging as a standalone service or as part of a complete filing solution that includes:
- Automated iXBRL tagging
- HTML and XML conversion
- Typesetting and formatting
- EDGAR filing and SEC submission
- Print, mail, and document hosting services
- Quality control and regulatory review
Whether you need tagging assistance or full-service filing support, FilePoint manages the entire workflow.
Smart iXBRL Technology Built for Fund Filers
Our proprietary automation platform is designed specifically for investment companies:
✔ Push-button tagging that preserves prior-year tags
✔ Faster turnaround and reduced processing time
✔ Built-in validation and quality checks
✔ SEC-compliant output
✔ Scalable for complex reporting structures
The result: fewer errors, smoother reviews, and on-time filings.
Who We Serve
- Mutual funds (open- and closed-end)
- ETFs and fund complexes
- Registered investment companies
- Compliance and fund administration teams
Why FilePoint for iXBRL?
Automation
Our inline XBRL technology significantly shortens tagging cycles while maintaining consistency and accuracy across reporting periods.
Regulatory Expertise
Our specialists stay ahead of SEC and EDGAR requirements, helping you navigate changing rules with confidence.
High-Touch Service
We provide proactive communication, workflow planning, and dedicated project management, tailored to each client.
Proven Track Record
Thousands of successful iXBRL filings for investment companies, delivered with reliability and precision.
Streamline Reporting with iXBRL Automation
Reduce manual effort. Improve accuracy. Meet deadlines with confidence.
Contact us today.
