The Automated TSR Module includes:
- Ability to create TSRs and the associated EDGAR and iXBRL filings
- Automated output options are Word File, Print Ready PDF or EDGAR / iXBRL for filing
- Workflow tools specific to tracking progress and status of all tables and graphs
- Dashboard tools to visually represent status
- Inventory controls specific for each Fund type
- Newly specialized datasets and placeholders to facilitate fast and seamless data entry and data flow to all documents
- Expanded graphing capabilities to support greater flexibility in charts based on client requirements
- Features to validate data consistency in final outputs
- iXBRL filings will generate within CAPS in minutes not overnight or several days later
- N-CSR filings with the new iXBRL content can be filed by users directly from CAPS, or by Command outside the CAPS
The TSR module, coupled with enhanced integrity and consistency of data, improved workflow and staff efficiencies, and reduced or eliminated typesetting costs makes CAPS a best-of-breed product used by more than 3,000 funds.