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Video

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.

Shareholder Reporting product tour

Duration

2:00

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