Satisfied With the Design of Your Tailored Shareholder Reports?

Talk to a TSR Expert

FilePoint Can Help You Do More With Less.

Using TSRTrax® and our high-touch service, we customize and optimize tailored shareholder reports—helping you reduce extra pages, maintain compliance, and elevate your brand.


Your TSRs Might Be Compliant—But Are They Optimized?

Even well-designed TSRs often include unnecessary pages or inefficient layouts. FilePoint reviews and customizes your reports to improve clarity, efficiency, and presentation—without sacrificing regulatory accuracy.


Why Work With FilePoint?

  • Customized and branded TSRs
  • Fewer unnecessary pages through optimized layouts
  • Expert TSR and regulatory support
  • Automated reporting workflows
  • SEC filing services included

What We Deliver:

  • Tailored Shareholder Report customization
  • Branded TSR design
  • Margin and layout optimization
  • Full-service SEC filing support
  • Ongoing TSR expertise and support

Let’s Optimize Your Tailored Shareholder Reports

Whether you need a full redesign or targeted improvements, FilePoint is your TSR partner.

Request a Consultation