With FilePoint’s TSR Trax, you will:
Save time
Send us your native files, and we’ll take it from there. No need to manipulate files or manually update templates. And, since TSR Trax is cloud-based, you don’t need to buy, install, approve, or manage software.
Eliminate risk
Our centralized platform, coupled with automation, minimizes handoffs between multiple parties, reducing the likelihood of errors and quality control issues.
Avoid implementation fees
We mean it. Absolutely no implementation fees. We offer clear, straightforward pricing from Day One.
Full-service support for adopting the TSR Rule
Our team of regulatory experts joined forces with our Tech Services team to develop a complete solution that provides full-service support for implementing the Tailored Shareholder Report Rule.
| Considerations | FilePoint Solution |
|---|---|
| Organization: | |
| Document Volume | Automates setup, job management, and archiving of all documents |
| Job Management | Provides dashboard for tracking document status across complex |
| Updating Data Efficiently | Rolls forward static data, updates global content, facilitates custom data imports |
| Content Management | Maps and manages content across class, series, trust, or complex level |
| Output: | |
| EDGAR HTML | Automates HTML creation from the platform |
| iXBRL Tagging | Embeds and automates inline XBRL tagging |
| Print PDFs | Generates formatted print-ready PDFs |
| ADA Compliance | Embeds ADA compliant structure |
| Engaging Material | Offers custom style templates |
| Delivery: | |
| Web Hosting | Automates the posting and linking of documents |
| Printing and Fulfillment | Coordinates the printing and mailing |
| SEC Filing | Assembles and submits the Form N-CSR package — including the wrapper, financial statements, TSRs, hyperlinks, exhibits, and iXBRL tagging |
