KEY FEATURES OF FILEPOINT’S FUNDDOCS HOSTING SOLUTION
- Multiple options for integrating document hosting into a fund website:
- Documents can be linked to directly via URL
- Document table can either be used as a standalone web page or seamlessly embedded into an existing web page of a fund website
- FilePoint can host an entire website, including fund documents
- Document table is fully responsive (i.e. mobile-friendly) and reconfigures itself based on screen size
- Layout is reconfigurable to have button groups appear across the top or on the side, as well as additional custom options
- Logos, text, disclosures and additional documents can easily be added
- Users can easily request a copy of the document via email or a mailed copy
- All linking and layering requirements are fulfilled related to variable contract, closed-end fund and open-end fund regulations
- Typeset and EDGAR documents can be loaded automatically immediately after filing, including the integration of supplemental filings
- 1st and 3rd quarter portfolio holdings can be automatically generated from the most recent as-filed NPORT-P exhibit
Please contact file@filepoint.com or (919) 706-4090 for assistance with fund document hosting.