OVERVIEW OF WHAT WE DO

Seamless Template Allows Fast Filing

Use our QES forms application to create and file within minutes with seamless
template creation that populates your data.

  • Automated scrubbing of information table against the SEC list of 13F securities

  • Easy-to-use template allows for form completion in minutes

  • Usable anywhere anytime — 24/7 – Ability to create and file on your Mobile Device!

  • Ability to file directly with the SEC

SELF-SERVICE OPTION

1

Download our smart Excel
templates

2

Create new project &
Upload completed Excel files

3

QES will check required field
validations & provide any
additional support

4

Test file & make PDF's

5

QES provides any additional
support needed for filing

FULL-SERVICE OPTION

1

Client receives our smart
Excel templates

2

Clients returns Excel
Template

3

QES sets up project, test files
& returns PDF proof for review

4

QES will check required field
validations & provide any additional
support

5

QES provides any additional
support needed for filing