Wdesk Takes Mutual Funds to Another Level

How to visualize and improve your mutual fund development
June 13, 2013

Has your company looked into the Wdesk for mutual funds? As organizations start to think about how to streamline and optimize the development, launch, maintenance, and compliance of their funds, they are delighted that they can accomplish this all within Wdesk.

With Wdesk, fund companies are able to:

  • Save hundreds of hours in their reporting processes, increase document accuracy, and have the peace of mind that their funds are geared for success
  • Draft and review the prospectus and statement of additional information quickly and thoroughly
  • Comply with filing requirements more easily than ever

The features available in Wdesk give you confidence in your fund documents. The advanced number and text linking capabilities allow you to connect performance data to shareholder information, sales, and investor relations documents, so you can be certain you are reporting the same numbers in multiple places. Version control issues become a thing of the past with collaborative document authoring. Never worry about working on an out-of-date version again with extensive change monitoring and management capabilities. Team comments, blacklines, and reviews are in one location allowing for seamless review. All team members benefit from the innovative single source linking and traceability functions. And when you’re ready, file your EDGAR and XBRL documents directly to the SEC, with the click of a button.

To learn more about Wdesk, 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.