The Connected Platform for Investment Reporting

Workiva provides a comprehensive cloud-based platform that connects data, teams, and processes across hundreds of investment funds including mutual funds, ETFs, annuities, alternative investments, and private equity. The platform eliminates paper-bound processes and manual tasks by centralizing content management, enabling real-time collaboration, and automating repetitive work to support faster turnarounds. With features like transparent workflows, automatic audit trails, EDGAR filing capabilities, and XBRL/iXBRL support, investment firms can efficiently manage prospectuses, shareholder reports, SEC submissions, and financial statements while maintaining control and compliance. The platform serves over 2,700 SEC XBRL filers and offers full-service support including onboarding, best practices guidance, and professional services.

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In this guide, you'll explore

  • ✓Centralized content management system ensures consistency across prospectuses, fact sheets, and financial statements
  • ✓Cloud-based platform handles everything from content creation to SEC filing with iXBRL format support
  • ✓Real-time collaboration with transparent workflows, automatic audit trails, and version control
  • ✓Market-leading XBRL and iXBRL support with over 2,700 SEC filers using the software
  • ✓Comprehensive features including style guides, permission settings, EDGAR previews, and print distribution capabilities

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