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Product Resource

Workiva for Investments Brochure

Key Takeaways

  • 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.

How investment firms can use Workiva


4 pages

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