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Workiva for Investment Reporting

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2 minutes

Key Takeaways

  • Teams looking for a robust content management system can use Workiva to streamline data collection, reporting, and approvals.
  • From a single connected reporting and compliance platform, financial industry teams can create reports, edit, review, and file directly to the SEC. 
  • Investment companies, banks, and insurance providers can use Workiva to gain transparency into every data point for faster, more reliable reporting.

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