Fund Report Development Made Easy: Control

Understanding internal controls in processes
September 30, 2013

Multiple fund families and various legal entities only make fund reporting more complex and difficult. Add in cross-functional teams and a host of regulatory issues, and report development takes on a life of its own.

Would you like to forget about those long days and nights scrambling to make last-minute changes to documents that might not even be the right version?

The Mutual Fund Reporting Solution powered by Wdesk allows you to control the entire process, from input and feedback through the editorial process. With advanced permissions, you can grant access to individuals or groups on a project, document, and even section level. You can also monitor all changes to your data with complete audit history, track changes, revisions, milestones, and commenting features.

With Wdesk, you will improve your team’s overall understanding of the information being submitted to investors and regulators. Have confidence in your data and process, and compress the time you need to launch.

To learn more about the Mutual Fund Reporting Solution, contact us to schedule a demo today.

Jay Miller

About the author

Jay Miller is a Senior Director of Product Marketing at Workiva. He has over 15 years of experience in marketing, product marketing and management with SaaS and enterprise software companies.