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.
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.