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.
On February 10, 2022, the SEC proposed amendments to certain rules that govern beneficial ownership reporting. The amendments include revising filing deadlines for initial and amended reports filed on Schedules 13D and 13G, clarifying and affirming rules as applied to two or more persons that form a group under the Securities Exchange Act of 1934, and requiring submissions to be in XML format.
On May 4, 2023, the U.S. Securities and Exchange Commission shared a draft version of the Open-End Fund (OEF) taxonomy and taxonomy guide to provide additional guidance on this aspect of the Tailored Shareholder Reports (TSR) rule.
