Mutual Funds iXBRL
People struggles when it comes to preparing iXBRL Risk/Return summary of N-1A prospectuses. We have developed a process for Filing Agents to deliver high quality iXBRL Risk/Return summaries that helps them generate more business!
Risk Return Summary
Are you a Filing Agent looking for an inline XBRL Risk Return Summary expert?
Our iXBRL conversion services are designed to help filing agents like you to seamlessly tag risk return summary of mutual fund prospectuses. Our team of experts has a deep understanding of Risk/Return Taxonomy and its nuances, and we can help you to tag Risk Return Summary as per the iXBRL tagging requirements mandated by the SEC.
Simplify your iXBRL regulatory compliance!
SEC mandates ETSs to prepare Risk/Return Summary section of prospectuses filed on Form N-1A, in an interactive data format that is iXBRL format.
As per the “Fund Risk/Return Summary Taxonomy Preparers Guide” dated November 04, 2022 there are certain changes RR summary tagging since 2018. All N-1A filers are not required to follow certain sections EFM Volume 2 rather should tag the information in response to items 2-4 of forms N-1A’s Risk/Return summary section in iXBRL.
Dependable Business Partners!
We are there to assist you through the entire reporting cycle, giving you complete peace of mind and the ability to focus on other important aspects of your business.
24x7 Support
Available during the entire reporting cycle till your reports are submitted with regulators.
Quick TAT
The benefits of experienced team is to turnaround your files quickly.
10+ Years
Supporting filing agents for more than a decade in Risk/Return summary conversions
Expert Team
Understand nitty gritty of xbrl taxonomies and worked on most of the global XBRL softwares.
Let’s work together!
Helping filings agents with their Mutual Funds Risk/Return summary portion of N-1A prospectuses conversion. Converted RR summaries in multiple of 1000x in last 10 years!
Consistency
XBRL tagging requires a high level of accuracy and consistency to ensure compliance with regulatory requirements. Experienced team with the necessary skills and experience to accurately tag financial data
Compliance
Preparers should have a thorough understanding of the regulatory requirements in the jurisdiction where the data is being reported.
This includes knowledge of the latest rules and taxonomies
Custom Services
Committed to offer customized services as per your end customer requirements. Have a dedicated to team to serve your needs during peak reporting cycle, be it SEC mandate or ESEF
Affordable Pricing
Pricing is an important consideration for businesses of all sizes. Therefore, we offer highly flexible engagement model for our customers. You can have an FTE arrangement or opt per filing basis model.
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