FilePoint creates full-service tailored shareholder reports that meet regulatory requirements while reflecting your fund’s brand—without unnecessary pages or complexity.
Shareholder Report Experts
Tailored shareholder reports are more than a regulatory requirement—they’re a communication tool. Using our proprietary tool, TSRTrax®, FilePoint combines TSR expertise, automation, and hands-on support to deliver accurate, compliant, and well-designed reports every time.
Satisfied with some aspects of your TSR? We can still help—by optimizing layouts, improving efficiency, and minimizing excess pages.
We design shareholder reports that align with your fund’s branding while meeting all SEC requirements.
FilePoint customizes TSR layouts to reduce unnecessary pages—helping control printing and distribution costs.
TSRTrax® ensures streamlined workflows and automation improve consistency, accuracy, and turnaround times.
End-to-end filing support ensures timely, compliant submissions with confidence.
Centralized document management designed specifically for TSR production and review.
From implementation through ongoing production, our experts support every step of the process.
Tailored Shareholder Reports—Simplified
Our TSR implementation guide ensures a smooth onboarding process. Whether transitioning from traditional reports or refining an existing TSR workflow, FilePoint makes the process seamless.
On February 6, 2026, the SEC announced that starting on March 16, 2026, EDGAR will suspend filings rather than issue warnings for incorrect or incomplete structured filing fee-related information for all filers, consistent with the Filing Fee Disclosure and Payment Methods Modernization Final Rule.
The SEC adopted amendments to Reg S-P requiring broker-dealers, investment companies, registered investment advisors, and transfer agents to implement and maintain policies and procedures regarding an incident response program designed to detect, respond, and recover from unwarranted access or use of client information.
