Workiva for Shareholder Reporting

Key Takeaways

• The N-CSR and N-CSRS reporting process is inefficient
• Tracking changes and a clear audit trail are imperative for success in shareholder reporting
• You can EDGARize, file, and create print- and web-ready files in the Workiva platform 

EDGAR^® and SEC^® are trademarks of the U.S. Securities and Exchange Commission. Workiva Inc.'s products and services are not affiliated with or approved by the U.S. Securities and Exchange Commission.