An agentic Form 13F filing service.

A purpose-built, agent-reviewed workflow that guides RIAs and institutional investment managers from holdings data through filing confirmation.

$175 per filing

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What agentic Form 13F filing means

Purpose-built agents organize source data, surface validation issues, prepare review materials, and identify the next unresolved step. The authorized manager remains in control of every consequential decision.

1

Prepare and validate

Bring holdings data into one guided workflow and identify missing or inconsistent filing information.

2

Review the exact package

Inspect the manager, report period, positions, validation results, and package digest before authorization.

3

Authorize and track

Authorize one exact filing package and track submission support through EDGAR confirmation.