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
