We support mutual funds, including open- and closed-end funds, from both a software and service perspective, so you can save time and gain confidence in your inline XBRL (iXBRL) filings.
With the ever-changing iXBRL tagging needs and shortened timelines, our proprietary software is already linked to our HTML conversion, making for a turnkey iXBRL conversion with the push of a button.
We provide iXBRL tagging and filing as a standalone service or integrated as part of our turnkey iXBRL conversion solution. Our automated solution encompasses typesetting, EDGAR filing, printing, mailing, and document hosting to meet all your SEC requirements.
FilePoint has a proven track record of completing thousands of iXBRL SEC filings for open- and closed-end funds, with the highest levels of customer service, accuracy, and timeliness.
Our inline XBRL automation tool reduces the tagging process to a push of a button, ensuring preservation of tags and significantly reducing the time required to process a tagged document.
A knowledgeable staff of iXBRL experts, who stay on the forefront of the latest SEC rules, ensuring we navigate ever-changing regulatory hurdles with efficiency.
Our team will communicate the planning needs and workflow guidelines, and develop the best process for each client.
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.
