Ready to simplify your Tailored Shareholder Reporting?

Save time, eliminate risk, and avoid implementation fees with TSRTrax, FilePoint's automated solution for Tailored Shareholder Reports.

Interested in learning more? Enter your email address below and we’ll share more detailed information on TSRTrax.

With FilePoint’s TSRTrax, 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
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
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
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

Questions? We can help.