Seamlessly Integrating Form 13F

With a tool that can integrate with any data management or recordkeeping system by providing your financial reporting team with options to import virtually any type of data, you no don’t have to worry about compliance.

Import, validate and file. Three simple steps to SEC compliance.

13F Support

  • Edit the form data and the information table in one file with tools to import data from external sources like CSV, Excel or previous filings
  • Validate, merge and filter information table entries by CUSIP with additional tools to look up CUSIPs and titles
  • Error-check and proof your submission to PDF and HTML
  • File securely to the EDGAR System with tools to collect acceptance messages
  • Support for 13F-HR, 13F-HR/A, 13F-NT and 13F-NT/A

SC 13G and SC 13D

  • Use HTML templates to create the documents for Schedule 13D and Schedule 13G and edit documents in an environment similar to a word processor
  • Create EDGAR filings for Forms SC 13D, SC 13D/A, SC 13G and SC 13G/A
  • Validate filings for compliance with the EDGAR Filer Manual
  • Secure filing tools transmit data directly to the EDGAR System

13H Support

  • Edit form data in a simple interface where you simply click on a field to enter information with on-screen highlighting to identify required fields
  • Import tools load data from previous EDGAR filings or from CSV files
  • Validate filings and exhibit documents for compliance with the EDGAR Filer Manual and for acceptance by the EDGAR System
  • File by sending your submission securely to EDGARLink Online
  • Support for 13H, 13H-A, 13H-I, 13H-Q, 13H-R and 13H-T

Industry-Leading Customer Service

  • Call Monday-Friday, 9-6 Eastern for immediate help from one of our experts
  • Partner with a development team that truly listens to and addresses the needs of clients with monthly updates to improve tools, add new features, and correct issues
  • Monthly updates with additional updates to correspond to new releases of the EDGAR System
  • Emergency 24/7 support offered as a service

 

Go13 is a subscription software package. All software runs on the Windows operating system and requires Internet access during installation, updates, upon running and when filing to the EDGAR system.

Software can be run on a local computer or from a network location. It can also be installed on a terminal server.

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