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Key Features
Our US Form 13F reporting software takes the complexities of From 13F reporting and makes it a fully automated, quick, simple and transparent process.
Translation of the SEC’s 13F PDF list into machine readable format.
Upload of the 13F list and auto-match via Cusip against portfolio holdings.
Grouping holdings by issuer.
Performance of all relevant exclusions, calculations and summations.
Auto-population of the 13F Form, including with the official 13F Title of Class.
PLUS: Ongoing analysis of relevant AUM holdings in 13F securities & Transparent governance and validation checks.
US Form 13F Reporting Software
Our US Form 13F reporting software takes the complexities of 13F reporting and makes it a fully automated, quick, simple and transparent process. It is available as a stand-alone service or as part of a comprehensive suite of regulatory reporting solutions.
SEC FORM 13F
Institutional investment managers who hold at least $100 million in market value of qualifying securities are required to file a 13F Report within 45 days of each calendar quarter. It must be submitted in XML format via the SEC’s EDGAR platform.
Relevant securities are those published on the SEC website. The list is only available in pdf format and only based on Cusip, not Isin.
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Book Your Demo Now
Ready to experience how our multi-modular system can transform your approach to investment compliance, regulatory reporting, risk monitoring, and investor document production? Book your demo now by selecting a date and time that works best for you from the calendar below.
Once you’ve completed the booking, our team will promptly email you to confirm the details of your demo session. Our demos typically last around an hour, during which we’ll showcase the power of our platform firsthand!