IRIS CARBON® for Fund Reporting
Every fund. Every filing. One platform.
Fund reporting means shareholder reports, regulatory filings and prospectus updates across dozens of funds, all on overlapping SEC deadlines. When that work lives in scattered Word and Excel files, data gets re-keyed, versions drift and risk builds with every cycle.
This solution brief shows how IRIS CARBON® brings your entire fund complex into one secure, collaborative workspace. Fund administrators, counsel, auditors and the board draft, review, tag and file together, so every filing goes out on time, accurate and audit ready.
Inside you’ll discover
- One connected workflow for every fund filing: See how a single platform covers N-2, N-CSR/N-CSRS, N-PORT, N-CEN, BDC 10-K/10-Q, DEF 14A and more, from collaboration through authoring and review.
- Numbers that match everywhere they appear: Learn how dynamic data linking and AI-assisted checks catch mismatched figures within a filing and across similar fund filings, before they reach the SEC.
- Control and a clear audit trail: Explore access controls by fund, role and section, with time-stamped change tracking you can show your board, auditors or examiners.
- Compliance-ready filing, cycle after cycle: Discover expert-verified iXBRL tagging aligned to the latest SEC taxonomy, instant EDGAR HTML previews, direct SEC submission and roll-forward templates, backed by 24/7 white-glove support.
Download Solution Brief
Ready To Simplify Your Fund Reporting
Book a free Consultation with IRIS CARBON® today!