Delivering Faster, Easier SEC^®
Compliance At A Reasonable Cost

EDGAR^® Edge

A secure portal that enables clients to edit
their documents in a user-friendly environment.
Built for deadline-driven proxies, mergers
and registration statements.

SingleSource

Takes typeset files and outputs them to EDGAR^®-compliant HTML, ensuring data integrity through the document lifecycle.
Our system replicates and maintains
precise formatting on even highly
stylized typeset documents.

Microsites & E-Delivery

Designed for web-hosting of client
documents with e-delivery options that
direct shareholders to sites that can be customized and branded.

Section 16

Efficient ownership filings for insiders,
including officers, directors and
stockholders.

Form 13F

Fast, accurate quarterly holdings report
filing for institutional investment
managers.

N-PORT/N-CEN

Monthly portfolio reports and annual
fund reports in an XML format,
produced using a flexible and efficient
cloud based system.

N-Power Systems

A custom application installed on client premise that enables clients to directly manage
high-volume filings (specifically XML)
like N-PORT, N-CEN, and 13F forms
without data leaving their own secure environment until filing.

Schedule 13G

Streamlined filing for equity holders
that exceed 5% of the company’s total
stock issue.

Liquidity Compliance

A comprehensive tool that lets ’40 Act
Funds meet SEC liquidity regulatory requirements.

Automated Conversion Tool

Ideal for high volume filers like structured products or ’40 Act fund complex
documents, this tool automates EDGAR^® compliant output of even highly stylized
forms.

ABS 15G System

Built to manage large ABS filings, this
tool converts massive Excel reports into
EDGAR^®-compliant HTML output while
ensuring data integrity with the source
file.