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/Who We Are
Who We Are 2018-07-09T17:01:34+00:00

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

Core Services

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.

EDGAR

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We provide full document conversion and filing services for Investment Companies, Broker Dealers, Banks, Investment Advisors and Public Companies.

TYPESETTING

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We’re trusted by hundreds of funds to design quality documents while meeting tight deadlines, and can provide the highest level of service at very competitive prices.

XBRL

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We’ve filed thousands of XBRL filings; clients trust our accuracy, turnaround time and technical knowledge. Our staff of XBRL experts stay on the forefront of the latest SEC rules, ensuring a worry-free path through the latest regulatory hurdles.

PRINTING + E-DISTRIBUTION

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We can coordinate any print job to help enhance your document delivery process, including electronic distribution and print-on-demand capabilities.

DOCUMENT LINKING + HOSTING

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In addition to creating web-ready files with bookmarks and required links between documents, we have the ability to host all fund documents on a customized webpage with links to view, download and request printed copies.

WEBSITE DEVELOPMENT

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We create, update and maintain fully SEC and FINRA compliant fund websites with limitless customization. Unlike most web design firms, we work exclusively with funds and Investment Advisers.

FACT SHEETS

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We have a service for automating customized fact sheets that can be generated from any type of source file format.

Need To Talk Now?

We understand the compliance requirements and time sensitivity of the industry.