Simplify your Tailored Shareholder Reports with TSRTrax^®.

Save time and eliminate risk with FilePoint’s TSRTrax^®. From data collection to the final delivery of SEC filings, printing and fulfillment, and web posting, we can handle it all.

And even more: no implementation fees. Ever. We offer clear, straightforward pricing from Day One.

Key TSRTrax^® features include:

• Automating document creation and content generation
  • Generating all TSR jobs based on fiscal year end
  • Rolling forward static content and updating applicable reporting period dates
  • Importing new data: expense information, fund statistics, performance, holding information
  • Mapping data into each TSR
• Facilitating job management via the document library and dashboard
• Enabling review, editing and approval via browser
• Automating all required output