FilePoint creates, updates and maintains fully SEC- and FINRA-compliant fund websites. Working exclusively with funds and investment advisers, we understand the compliance requirements and time sensitivity of the industry and have the ability to create customized financial website designs.
Each fund website and adviser website design is created based on your preferences and branding specifications.
Full support for additional funds or fund families. New funds or new pages can be added quickly and efficiently.
Regulatory documents are automatically uploaded upon completion, including all linking and layering compliance requirements.
We can incorporate daily NAVs, stock tickers, commentaries, charts, videos, ETF 6c-11 data, and any other content requested.
Website features can be automatically updated through external data feeds, refreshing without user intervention.
Our secure and redundant environment ensures maximum uptime as well as ample bandwidth.
On Jan. 30, 2026, the EDGAR Business Office announced that updated guidance is available regarding file size limits. The guidance also includes information regarding how filers can ensure that their file size meets the EDGAR requirements.
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.
