Import Data from various sources to procure TSR template
Receive ADA tagged PDFs for web distribution and Accessibility tools
Utilize our TSR Template or customize with File with StyleTM options for print and web-ready PDFs
Streamline the electronic filing of Tailored Shareholder Reports and Form N-CSR
Experience the speed of our single-source publishing to EDGAR® HTML
Deliver TSR PDFs via email with a programmed distribution list, branded template, and ensure 17A-4 requirements are met
Streamline the electronic filing of Tailored Shareholder Reports and Form N- CSR
Support shareholder distribution and print on-demand
Our SEC experts ensure you have everything in place for the N-CSR filing