FilePoint® is a full-service filing agent offering solutions for EDGAR and XBRL filing, typesetting, printing, document hosting and website development.
- One of the top producing EDGAR filers for mutual funds and ETFs in the U.S.
- Operating for more than ten years.
- Founders of the firm are experienced mutual fund financial reporting professionals and have been in the mutual fund industry for over 20 years.
- Currently service hundreds of investment companies and counting.
- 100% employee owned.
How We’re Different
Our focus is high-end, reliable customer service at incredibly competitive rates. As a service provider we aim to be a more knowledgeable, friendlier and cost-effective choice.
- We work primarily with mutual funds and investment advisers and offer a turnkey line of services.
- Our staff understands the financial service sector, comprehends investment company regulatory requirements, studies the forms and knows the rules.
- As SEC requirements evolve, we continually update our services and products to help our clients stay ahead of the curve.
- We continue to grow our client base and offer new services while maintaining an elevated level of client satisfaction.
- Our simple pricing saves our clients time and money by avoiding complicated invoices.
NO HIDDEN COSTS
- No rush fees
- No charge for minor changes
- No charge for revision marks in EDGAR or typeset documents
- No charge for graphics
- No charge for emails or PDF proofs
Any of our services are available à la carte or as a complete, integrated solution. We acknowledge the needs of each client and tailor our process accordingly.
Need To Talk Now?
We understand the compliance requirements and time sensitivity of the industry.