Check the Status of Jobs in Real Time with JobTrax
JobTrax is a platform that FilePoint offers to provide clients the ability to monitor the status of jobs (past and present) as well as related files in real time. It can also process data and generate certain EDGAR-ready filings such as N-PORT, N-CEN, and Tailored Shareholder Reports.
Key Benefits
Peace of mind:
Check the status of your jobs in real time. Keep track of all the moving pieces, from tagging to filing to printing and posting. See whether conversion is in progress, drafts are available for download, an invoice is being prepared, and more.
Access current and previous filings:
View your full job history or search for specifics using dynamic filters and keyword search tools. Questions about where a job came from? JobTrax has the answers, complete with a record of who requested it and when, as well as versions of all proofs and links to live filings.
Save time:
Automatically generate EDGAR-ready filings for N-PORT, N-CEN, and Tailored Shareholder Reports. Edit, proof and approve your content directly within the platform or email FilePoint’s service team to process updates on your behalf.
