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.
Recently, many financial services and insurance companies are questioning whether their public-facing documents and websites meet current guidelines Americans with Disabilities Act of 1990 (ADA) expectations and Web Content Accessibility Guidelines (WCAG). This piece provides an overview of both the ADA and WCAG, and may provide clarity on whether or not you have external-facing content that may need to be updated to meet these standards.
In October 2023, the SEC published amendments to the Securities Exchange Act of 1934 (the “Act”) under Sections 13(d) and 13(g) to require market participants to provide more timely beneficial ownership positions using new technical reporting requirements to better meet the needs of investors.
The SEC announced the adoption of amendments to reporting requirements for Forms N-PORT and N-CEN in its final rule relating to certain registered investment companies.
