Providing full-service, backend regulatory support services to investment advisers and other financial institutions through five distinct practice areas:
- Compliance Administration: supports CCOs with the day-to-day operations and maintenance of compliance programs so that required records, filings, screenings, client setup and recording are current and readily available.
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- Cyber Solutions: offers comprehensive cyber and data security solutions to businesses focused on protecting client data.
- Investment Performance Services: Specializes in composite maintenance.
-Regulatory Filings: FilePoint EDGAR Services, LLC is a full-service filing agent specializing in document filing, typesetting, printing, and e-distribution, document hosting, website development, and printing fulfillment for investment companies
-Private Fund Administration: supports hedge funds, private equity funds, and real estate to provide investor reporting, fund accounting, and other administrative services.
What makes us different is our emphasis on building and maintaining strong relationships with our clients. This approach, coupled with our use of technology, enables us to provide high-quality, high-touch service to get results.
