FilePoint provides technical typesetting services for prospectuses, financial shareholder reports, proxies, fact sheets, and other fund documents with speed and accuracy.
Our typesetting platform allows us to automate the HTML and iXBRL for SEC filing with the push of a button.
We offer a complete turnkey solution to format your typesetting documents, print them, distribute them to your investors, post them online, and file them with the SEC in whichever data format you require.
Leveraging proprietary technology, our team of typesetting experts does the work to ensure your documents are clean, stylized, and consistent.
Our change-tracking software lets you see exactly what has been modified in your document since the previous draft.
We can customize our service offering to best suit your specific needs with tailored workflow and automated data integration.
Recently, some large financial institutions, including intermediaries, wrap sponsors, and broker-dealers that hire outside advisers for their clients, have specified that advisers who use their platforms need better, higher-level accessibility conformance on Part 2 of their Form ADV PDFs and on Form CRS.
The U.S. Postal Service (USPS) has recently made adjustments to its transportation operations that will result in some mailpieces not arriving at its originating processing facilities on the same day that they are mailed.
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.
