Streamlining SEC Form N-4 and N-6

Results

• With access to a full audit history, the team can see when changes are made to a document, who made them, and what the previous revision said.
• Instead of checking every email and saved copy of reports to find edits, employees feel assured that their files all contain the same information after a correction is made on a source document.
• Rolling forward from year to year is simple with Wdesk.
• Managing common language across documents is no longer an issue because information is linked.

• It's easier to manage the project and view progress being made when documents are accessible to whole teams and individuals.
• Since the team no longer partners with a printer, it sets its own deadlines and controls the entire process.
• Because documents are linked, employees no longer waste time making data corrections in individual report files. All deadlines are met.
• The filing documents now stay in Wdesk, which helps the team maintain full control over the reporting process.

• EDGAR support is integrated into Wdesk, eliminating the need for third-party printers.
• With a click of a button, reports are filed directly to the SEC from the application.

• The entire team can access and work from one document, which means no more searching across shared drives.
• The risk of overwriting has been eliminated since only one user can have control of a section at a time.