TAILORED SHAREHOLDER REPORTS

With increasing volume and complexity,
let EA provide you with end-to-end services and solutions with EA TSR

EA TSR solves for the complexity this new regulation unveils through its full suite of services and solutions.

DATA CONNECTION

Import Data from various sources to procure TSR template

ADA COMPLIANCE

Receive ADA tagged PDFs for web distribution and Accessibility tools

TYPESETTING

Utilize our TSR Template or customize with File with StyleTM options for print and web-ready PDFs

WEB HOSTING

Streamline the electronic filing of Tailored Shareholder Reports and Form N-CSR

EDGAR HTML

Experience the speed of our single-source publishing to EDGAR® HTML

E-DELIVERY

Deliver TSR PDFs via email with a programmed distribution list, branded template, and ensure 17A-4 requirements are met

iXBRL TAGGING

Streamline the electronic filing of Tailored Shareholder Reports and Form N- CSR

PRINT & DISTRIBUTION

Support shareholder distribution and print on-demand

SEC FILING

Our SEC experts ensure you have everything in place for the N-CSR filing

KEY TAKEAWAYS ON TSR

FIND OUT WHY WE’RE THE FASTEST GROWING FILING AGENT AND SERVICE PARTNER IN THE INDUSTRY.