Investments

Software and services for prospectus and registration statements for mutual funds, annuities, life insurance, and other investment markets.
  • Simplify your reporting process.

    One comprehensive platform for investment prospectus, registration statements, mutual fund reporting, and SEC filings.

    Integrated documents in Wdesk

    Create, manage, and collaborate

    The Wdesk platform delivers the speed, flexibility, and usability of common desktop tools with the power and sophistication to address the most complex investment reports, compliance documents, and disclosures.

    Collaborate with cross-functional teams, fund families, and legal entities in the same document. Provide comments, assign tasks, and move work forward. Maintain a single-source content library to share disclosure language across multiple funds and prospectuses.


    See supported form types and solutions

  • Save time and maintain control.

    Wdesk reduces time needed to draft investment documents and enables an efficient review process.

    Real-time updates

    Control where it counts

    Wdesk enables you to automate repetitive tasks, link numbers and text across documents, support faster turnaround, and increase data accuracy. Maintain a single-source content library to share disclosure language across multiple funds and prospectuses. Wdesk provides time-saving features, including:

    • Enforce consistency across documents with brand and style guides
    • Track and compare all changes with version control, audit trail, and blackline features
    • Assign permissions by user and role to documents or document sections
    • Automate the summary prospectus and SEC disclosure process
    • A full-service reporting solution.

      Complete your filings early and accurately. The Workiva Professional Services team has the expertise and experience to deliver high-quality XBRL tagging for your filings.

      XBRL tagging

      Workiva is the XBRL market leader

      Workiva provides software and professional services to over 2,800 organizations worldwide. Our investment market services team is available to assist throughout your document creation and filing process. Our team provides:

      • Full-service onboarding of all documents
      • Best practices on editing and managing content
      • Guidance on filing procedures
      • Expert XBRL tagging and guidance
    • Go beyond filing.

      The Wdesk platform enables the efficient management of post-filing requirements, including distribution and print.

      Collaboration, linking, and version control

      Improve production efficiency

      • Complete post-filing and print production requirements in Wdesk
      • Create your publish-ready PDF for web, print, and other investment compliance needs
      • Download your filings and roll forward to prepare for the next cycle

    Suggested Resources

    Workiva Named Category Leader for Financial Services

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