FilePoint can create fund fact sheet automation and other data-linked marketing materials using our proprietary solution.
We can take data from multiple sources and condense to one data set.
We can create several different file formats at once, including web-ready PDFs, print-ready PDFs, and HTML outputs.
Each fact sheet template can be customized for a specific product or group. We can incorporate tabular data, static information, and graphic charts.
Once a fact sheet has gone through the initial setup process, data can be dynamically updated on a recurring basis (such as monthly and quarterly).
The SEC’s EDGAR Business Office has released a preview of anticipated changes to EDGAR System functionality, technical specifications, and the draft EDGAR Filer Manual ahead of a software release currently scheduled for September 14, 2026.
On July 16, 2026, the SEC proposed Regulation E-Delivery (“Reg E-Delivery”), a new rule that would establish a comprehensive framework permitting, but not requiring, electronic delivery (“e-delivery”) as the default method for providing required disclosures and reports under the federal securities laws.
