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/Who We Are
Who We Are 2020-11-25T12:57:29+00:00

FilePoint® is a full-service provider offering solutions for EDGAR and iXBRL filing, typesetting, printing, document hosting, website development, and additional automation solutions for fund clients.

  • One of the top producing EDGAR filers for mutual funds and ETFs in the U.S.
  • Operating for more than fourteen years.
  • Founders of the firm are experienced mutual fund financial reporting professionals and have been in the mutual fund industry for over 25 years.
  • Currently service over 2,000 investment companies and counting.
  • 100% of our employees are located in the United States.

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

Need To Talk Now?

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