- Wdesk Platform
Wdesk investment compliance and investment risk management software simplifies mutual fund reporting, shareholder reporting, prospectus reporting, and more.
Manage Complex Documents
Collaborate in Wdesk
Consistency and Accuracy
Real-time updates.Contributors can work simultaneously in Wdesk, no matter where they are. Commenting threads and tasking keep everyone informed.
Attach documentation.Supporting documentation of different file types can be easily incorporated.
Single source of truth.Linking in Wdesk allows you to connect information across documents. When the source is updated, any related information is automatically updated, keeping your documents in sync.
What others are saying about us.
Wdesk gives us more time to take a step back and do some analysis. I can take a day to do a real, in-depth review of the document before we turn it over to the CFO, CEO, and auditors.
You won't regret going with Wdesk. My experience has been completely positive. I haven't worked with anyone, any other vendor, or service that has shown such commitment to my success.
See Wdesk in action with a personalized demonstration.
New frontiers of investment compliance
Bank-like regulation headed to funds and advisory industry