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
