FilePoint provides full support for Form N-PORT, Form N-CEN and Form N-RN. Using our web-based technology solution, we can manage a high volume of filings, including a job management dashboard to monitor statuses. We will analyze fund structure and existing data sources to help put an implementation plan together. Our team of experienced staff assists in the data aggregation, data enrichment, process review and filings.

We allow for flexibility to support different tiers or service levels, depending on a fund’s requirements and flexibility. We do not charge license fees, implementation fees or have any minimum requirements for fund volume.