A Solution for Mutual Funds is Here

October 12, 2012

WebFilings is pleased to announce Wdesk for mutual funds.

Streamline and optimize fund development, launch, maintenance, and compliance all within the Wdesk collaborative application. With Wdesk, fund companies will save hundreds of hours in their funds process, increase document accuracy, and be assured their funds have the best chance for success.


  • Cutting-edge collaborative document authoring
  • Seamless document review and commenting
  • Extensive change monitoring and management
  • Revolutionary single source linking and traceability
  • Instant EDGARization, XBRL tagging, and SEC filing

Wdesk makes drafting and reviewing your prospectus and statement of additional information easier, faster, and more comprehensive. And complying with regulations and meeting filing requirements is encompassed within the solution. Wdesk supports all document types required for compliance.

Immediately improve fund team collaboration and eliminate version control issues using Wdesk. Never worry about working on an out-of-date version again. Collect team comments, blacklines, and reviews all in one location. Link data and text from the source and make the change once, and see it automatically updated everywhere it occurs. Lastly, file EDGAR and XBRL documents confidently, directly with the SEC.

To see how Wdesk has made advancements in monitoring and managing changes to fund documents with a dynamic input and feedback process, and for more details on Wdesk, see below.

Click here to contact WebFilings, and register here for a complimentary funds webinar, "File Mutual Fund Documents with Speed and Confidence" on Wednesday, October 17, 2012 at 2 p.m. CT.

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.