TRUST THE INDUSTRY LEADER
File Your Form 13F the EASY way.
Filing your firm’s form 13F can be a time-consuming pain. Navigating data systems, exporting data, re-formatting, uploading, validation errors, it can be a headache! Smart advisors outsource this work to professional data analytics partners like File|13F.
Focus on your business, not paperwork.
The average financial advisor spends 2-5 full working days completing their Form 13F paperwork; that’s time that can be better spent.
✔ Investment Research ✔ Networking ✔ Marketing Do Paperwork
Long-term Clients
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Years of Experience
WE’RE COMPLIANCE EXPERTS
Less Stress, less Paperwork = more focus on things that matter
Our professional financial data analysts know how to wrangle the most complex data systems to gather your data, complile it into the proper formats and provide it back to you ready to upload. We can also assist you with uploading your filing as your require.
Our Software
Our custom developed software quickly and efficiently cross references advisor security holding data CUSIPs against the SEC’s quarterly required reporting CUSIP list.
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Our People and Expertise
Professional trade execution with institutional-grade technology, ensuring optimal pricing and timing for all portfolio transactions.
• Best execution compliance
• Multi-venue order routing
• Real-time trade monitoring
• Settlement and reconciliation
Industry Leader
Tailored trading strategies that align with your unique investment philosophy and client requirements, without forcing you into a rigid framework.
• Flexible strategy implementation
• Custom allocation models
• ESG and SRI integration
• Alternative investment coordination
TRUSTED
Trusted by RIAs and RIA Compliance Firms
Our team of former investment advisors and portfolio managers brings decades of institutional experience to your practice.
Ready to take the worry out of filing your Form 13F?
Join hundreds of RIAs who benefit from simplified outsourced compliance by partnering with File | 13F.