Formatting Services
Let us be an extension of your team! We offer blocks of formatting hours to take care of formatting and assist with other tasks throughout the year, with no hidden fees or rush delivery costs.
For more information, email CI-formatting.services@insightsoftware.com. Response is typically the same business day.
Sample Services
Our team can assist you in a variety of ways:
- New report set-up (exhibits, 8K, SD, and proxy statement)
- Exhibit hyperlinks set-up
- PowerPoint conversion to HTML
- Document formatting (10Q and 10K clean-up prior to filing)
- Narrative linking (set-up and on-going customization)
- Roll-forward
- HTML Reviews
- Excel formatting and best practices
- Training sessions (new users, refresher, or custom)
- Internal reporting with DM PowerPoint
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