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.
Another N-PX season is in the books, and we noticed a few common hiccups along the way, from incomplete voting records to missing series identifiers. Here are our four key takeaways from 2026, plus practical steps to make next year's filing smoother, with less back and forth.
On September 14, 2026, the SEC deployed EDGAR Release 26.3, which corrects the Form 13F and 13F-CTR submission templates and retires the 2024 XBRL taxonomies. Here's what changed and what filers should do next.
The SEC has proposed amendments to modernize its proxy solicitation rules under Regulation 14A, aiming to reduce compliance burdens for public companies. Here's a quick look at the key provisions, what they mean for you, and how to submit comments before the November 20, 2026 deadline.
