//Tailored Shareholder Report Platform
Tailored Shareholder Report Platform 2022-12-19T12:27:55-05:00

Using our existing JobTrax platform, we provide a complete end-to-end solution that covers all aspects of the new Tailored Shareholders Report rules. From organization of the job library and data, to output of EDGAR HTML, iXBRL, Print PDFs, interactive HTML and ADA conformance, to the final delivery of SEC filings, printing and fulfillment and web posting, we can handle it all.

Features include:

  • Automating document creation and content generation
    • Generating all TSR jobs based on fiscal year end
    • Rolling forward static content and update 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

 Contact us today to learn more.

Please email file@filepoint.com or call (919) 706-4090 for assistance with Tailored Shareholder Reporting.