Workiva for Investment Reporting

Key Takeaways

• Teams looking for a robust content management system can use Workiva to streamline data collection, reporting, and approvals.
• From a single connected reporting and compliance platform, financial industry teams can create reports, edit, review, and file directly to the SEC. 
• Investment companies, banks, and insurance providers can use Workiva to gain transparency into every data point for faster, more reliable reporting.