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How to Save Your Sanity During Investments Filing Season

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Tyler Tweeten



Key Takeaways

Investments are subject to extensive disclosure requirements, creating a regulatory burden for mutual fund reporting teams. Each filing season, investment providers might compile dozens of pages of disclosures, multiplied across dozens or even hundreds of funds.

Workiva built features into its connected reporting and compliance platform to help investment reporting teams save their sanity during filing season. Senior Customer Success Manager Tyler Tweeten walked users through those features at Workiva Amplify, the annual Workiva user conference. Watch the session in this special re-air from Workiva Amplify.






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