Investments

Wdesk investment compliance and investment risk management software simplifies mutual fund reporting, shareholder reporting, prospectus reporting, and more.

Step up to the challenge.

Creating shareholder reports, prospectuses, and SEC filings for investment compliance is a complex process.

Integrated documents in Wdesk.
Wdesk keeps your documents in sync by combining data, workbooks, presentations, and dashboards in one easy-to-use environment.

See supported form types and industry-specific solutions
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Manage internal and external contributors.

Make coordinating updates from many contributors easier.

Real-time updates.
Contributors can work simultaneously in Wdesk, no matter where they are. Commenting threads and tasking keep everyone informed.
Manage data collection.

Data comes in a number of forms and from a range of sources including: databases, accounting systems, and expert summaries. Harmonize the many different pieces in one shared location.

Attach documentation.
Supporting documentation of different file types can be easily incorporated.
Modern investment software.

Gain control and streamline your process. Eliminate cycling, and increase time for value-add activities. Have confidence in the accuracy of your data.

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.