Transform and streamline your prospectuses, registration statements, and financial reporting for mutual funds, annuities and life insurance with connected reporting.
Connect your reporting process
Leverage a comprehensive cloud platform for your investment prospectus, registration statements, mutual fund reporting, shareholder reports, fund books, fund financial statements and company account filings.
Workiva delivers the speed, flexibility and usability of common desktop tools with the power and sophistication of the cloud to address the most complex investment reports, investment compliance documents and fund disclosures.
Collaborate with cross-functional teams, fund families and legal entities in the same document. Provide comments, assign tasks and streamline workflow. Maintain a single source, connected content library to share disclosure language across multiple funds and prospectuses. When content changes once, it is updated across all connected instances.
See supported form types and industry-specific solutions
Reporting financier pour les activités d'investissement
Workiva enables your team to replace manual processes and eliminate the security risk of using desktop spreadsheets for managing reports for mutual funds and insurance, as well as private equity and alternative investments.
Leverage a connected source of data for annual and semiannual shareholder reports, fund books, fund financial statements and other required investment reports and filings, significantly reducing the time required to develop the final outputs.
Save time and maintain control
Workiva reduces the time to draft investment documents and enables an efficient review process.
Workiva enables you to automate repetitive tasks, link numbers and text across documents, and support faster turnarounds with increased data accuracy. Share disclosure language across multiple funds and prospectuses. Take advantage of time-saving features, including:
- Brand and style guides that enforce consistency across document
- Version control, audit trail and blackline capabilities to track and compare all changes
- Permissions that limit access to entire documents or individual sections according to user and role
- Automation of the summary prospectus and SEC disclosure process
Complete your filings early and accurately
The Workiva Professional Services team has the expertise and experience to deliver high-quality XBRL® and iXBRL® tagging for your prospectus.
The XBRL and iXBRL market leader
Workiva provides software and professional services to over 2,700 XBRL filers. Our investment market services team is available to assist throughout your document creation and filing process. Our team provides:
- Intégration complète de tous les documents
- Meilleures pratiques d'édition et de gestion de contenu
- Conseils sur les procédures de dépôt
- Balisage et orientation XBRL et iXBRL
XBRL® and iXBRL® are a trademarks of XBRL International, Inc. All rights reserved. The XBRL® standards are open and freely licensed by way of the XBRL International License Agreement.
Go beyond filing
Workiva enables the efficient management of post-filing requirements, including distribution and print.
Improve production efficiency
Les exigences de post-classement et de production d'impression peuvent être effectuées au sein de la plate-forme. Créez votre PDF prêt à être publié pour le Web, l'impression et d'autres besoins de conformité d'investissement. Téléchargez vos documents et avancez pour vous préparer pour le prochain cycle.