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 has taken a concrete step toward making electronic delivery the default method for investor disclosures. On June 22, 2026, the Commission submitted a draft rule titled “Electronic Delivery of Information Under the Federal Securities Laws” to the Office of Information and Regulatory Affairs (OIRA) within the Office of Management and Budget (OMB) — the final stop in the federal rulemaking process before a proposal is published for public comment.
