FilePoint® creates, updates and maintains fully SEC and FINRA compliant fund websites with limitless customization. Unlike most web design firms, we work exclusively with funds and Investment Advisers. We understand the compliance requirements and time sensitivity of the industry.
FilePoint’s® Website Solution Features:
A Unique Design Built to Your Standards and Branding Specifications
Each design is created based on client preferences, establishing a unique online identity and setting it apart from other funds’ sites.
Full Support for Any Number of Funds, Classes or Fund Families
New funds or new pages can be added within very tight time frames.
Fully Compliant, Client-Edited Workflow
If desired, clients can log in to make edits and submit the changes for compliance/FINRA review. Upon approval, the new content is one click away from going live.
Integrated Document Hosting
Investors can view and download fund documents online, or request emailed or printed copies (including tracking of these requests). EDGAR-related content can be automatically uploaded upon SEC acceptance, including Reports, Prospectuses and XBRL files.
Embedding of Any Type of Content
Daily NAVs, stock tickers, commentaries, charts, videos, etc.
Data Driven Content
Site features can be automatically updated through external data feeds. For ETFs specifically, required content (holdings, premium/discount, etc.) is automatically refreshed nightly without user intervention.
Hosting in a Fully Redundant, SSAE16 Type II Approved Datacenter
Ensures maximum uptime as well as ample bandwidth.
Additional Customization Options
Ensures maximum uptime as well as ample bandwidth.
Call today to set up a live web demo of
our website capabilities.