Workiva for Investments Brochure
Workiva helps you connect data, teams, and processes across funds, whether you’re in mutual funds, ETFs, annuities, alternative investments, or private equity
Investment and insurance teams are using Workiva to produce prospectuses, financial statements, shareholder reports, and iXBRLTM filings
Teams can create a content management system within our platform to link shared disclosures across funds for efficiency, consistency, and accuracy
iXBRLTM is a trademarks of XBRL International, Inc. All rights reserved. The XBRLTM/® standards are open and freely licensed by way of the XBRL International License Agreement.