Home
im.acii.com
a division of Advanced Computer Innovations, Inc.
70 Office Park Way • Pittsford, NY 14534-1746 (USA)
Phone or text: 585-510-3890 • Email: click here
SEC EDGAR Filing Solutions for Investment Managers
Investment Managers, including Registered Investment Advisers (RIAs), Institutional Investment Managers, Fund Managers and Portfolio Managers now have more SEC Regulatory Compliance filing obligations than at any time in the past. These filings include: • Form ADV: Registration and Compliance for Investment Advisers • Form 13F: Quarterly Reporting of Institutional Holdings • Form N-PX: Annual Reporting of Proxy Voting Record • Form SHO: Monthly Reporting of Short Trades Positions and Activity • Schedule 13D or 13G: Beneficial Ownership Reporting • Form 3, 4, and 5: Insider Reporting (Section 16) • Rule 13h-1: Large Trader Reporting • Form PF: Private Fund Reporting • Form N-PORT and N-CEN (for Registered Funds) • Form CRS (Customer Relationship Summary) • Regulation D: Private Placements • Form N-CSR: Shareholder Reports • Form 485BPOS: Post-effective Prospectus Amendments • and more … We have been providing cutting-edge SEC EDGAR filing tools and services to Investment Managers and other SEC filers since the earliest days of EDGAR (1993). These include easy-to-use and cost-effective Self-Service solutions, as well as Full-Service EDGAR Filing Agent services.Locally installed Desktop SEC Filing Software - Pay Once, Perpetual Use
Our premier SEC EDGAR Filing Software, EDGARsuite ™ , handles all EDGAR HTML and Inline XBRL (iXBRL) filings, such as Forms N-CSR, 485BPOS, S-8 and many others. This easy-to-use solution lets you easily prepare and submit these filings in-house, including iXBRL tagging required in many of these filings. It now includes an AI Agent for automated iXBRL tagging, that not only suggests appropriate tags using AI but also inserts these tags into the filing document automatically! The pay once, perpetual use model is particularly cost-effective for investment managers who file for multiple funds, with multiple filings every year, since you don’t pay per filing or per CIK. Click here or contact us for pricing and other details.Easy-to-use Cost-effective Self-Service Online Options
Our cutting-edge easy-to-use self-service web portals revolutionize your filing experience, delivering an all-in-one solution for many types of SEC EDGAR filings, and ticking all the boxes you need: • Nothing to install • Ease of use • Low cost • Instant turnaround • 24/7 Availability • Top-notch security • Readily available expert assistance These Self-Service Portals enable Investment Managers to prepare and submit various SEC forms using simple form-fill and automatic conversion of Excel spreadsheets to an EDGAR-compliant filing. They offer the best pricing available anywhere and provide an unbeatable solution if you are reasonably familiar with your filing requirements. Prepare and file Beneficial Ownership Forms 13-G, 13-D, and Forms 3, 4, 5
Our easy-to-use self-service portal is the ideal solution for quickly, easily and inexpensively preparing and filing SEC Forms 13G and 13D, as well as Forms 3, 4 and 5, for Beneficial Ownership reporting. The filing may be previewed and submitted to EDGAR as a test filing at no charge any number of times, with payment only to submit the live filing. With most filings costing under $50, this is not only the easiest-to-use but also the most economical and complete solution for such filings. Click here to access the Ownership Filings Self-Service Portal Prepare the XML Information Table for a 13-F (Holdings Report) filing [see video]
Our easy-to-use portal is the ideal solution for investment managers looking to prepare their holdings XML table for submission with 13-F filings, including aggregating, scrubbing, filtering and organizing the securities automatically without hassles. The filing may be previewed at no charge any number of times, with payment only to download the final XML file. With most filings costing $100 to $125, this is not only the easiest-to-use but also the most economical and complete solution for such filings. Click here to access the Form 13-F Self-Service Portal Prepare the XML Information Table for an N-PX (Proxy Vote Record) filing
Our easy-to-use portal is the ideal solution for registered management investment companies and investment managers looking to prepare their form N-PX proxy vote record XML table for submission with N-PX filings, including aggregating, validating and organizing the table records automatically without hassles. The filing may be previewed at no charge any number of times, with payment only to download the final XML file. With most filings costing $100 to $150, this is not only the easiest-to-use but also the most economical and complete solution for such filings. Click here to access the Form N-PX Self-Service Portal Prepare and submit an SEC Form SHO (Rule 13f-2) filing
Our easy-to-use portal is the ideal solution for investment managers looking to easily prepare and submit an SEC Form SHO (Short Positions and Activity Disclosure pursuant to Rule 13f-2) monthly filing, including automatically aggregating positions and activity across accounts, threshold level filtering and other adjustments required to ensure validation and proper filing. The filing may be previewed and even submitted to EDGAR as a test filing at no charge any number of times, with payment only to make the live submission. At under $150 for a complete filing, this is not only the easiest-to-use but also the most economical and complete solution for preparing such filings using spreadsheet data. Click here to access the Form SHO (rule 13f-2) Self-Service Portal Convert Word, Excel and PDF to EDGAR-compliant HTML
Our easy-to-use portals are the ideal solution to convert exhibit documents to EDGAR-complant HTML. Simply upload your document, and get back submission-ready EDGARized file(s) immediately. You can preview the filing at no charge any number of times, and pay only when satisfied to download the EDGARized file(s). Most documents cost $9 to $15, a typical 100-page document is around $25, making these portals the most cost-effective high-quality EDGARizing solutions available anywhere. Click here to access the Web-based Word-to-EDGAR Conversion Self-Service Portal Click here to access the Web-based PDF-to-EDGAR Conversion Self-Service PortalFull-Service also available - We can take care of everything
If you’re looking to outsource your Investment Management filings, we’re here to take care of it all for you. As an SEC Filing Agent with EDGAR credentials since 1993, we pride ourselves on our professionalism, timeliness and excellent customer service. You may send us your data in whatever shape you have it, and count on us to take care of your EDGAR filings promptly and accurately at very competitive pricing. Click here for basic information on our SEC Filing Service Click here for detailed information about SEC Form types, pricing and other detailsWe’re here to help!
If you have any questions or issues, feel free to contact us. Were only a phone call/text (585-510-3890) or email away!
Home
im.acii.com
a division of Advanced Computer Innovations, Inc.
70 Office Park Way • Pittsford, NY 14534-1746 (USA)
Phone or text: 585-510-3890 • Email: click here
SEC EDGAR Filing Solutions for Investment Managers
Investment Managers, including Registered Investment Advisers (RIAs), Institutional Investment Managers, Fund Managers and Portfolio Managers now have more SEC Regulatory Compliance filing obligations than at any time in the past. These filings include: • Form ADV: Registration and Compliance for Investment Advisers • Form 13F: Quarterly Reporting of Institutional Holdings • Form N-PX: Annual Reporting of Proxy Voting Record • Form SHO: Monthly Reporting of Short Trades Positions and Activity • Schedule 13D or 13G: Beneficial Ownership Reporting • Form 3, 4, and 5: Insider Reporting (Section 16) • Rule 13h-1: Large Trader Reporting • Form PF: Private Fund Reporting • Form N-PORT and N-CEN (for Registered Funds) • Form CRS (Customer Relationship Summary) • Regulation D: Private Placements • Form N-CSR: Shareholder Reports • Form 485BPOS: Post-effective Prospectus Amendments • and more … We have been providing cutting-edge SEC EDGAR filing tools and services to Investment Managers and other SEC filers since the earliest days of EDGAR (1993). These include easy-to-use and cost- effective Self-Service solutions, as well as Full-Service EDGAR Filing Agent services.Locally installed Desktop SEC Filing Software - Pay Once, Perpetual
Use
Our premier SEC EDGAR Filing Software, EDGARsuite ™ , handles all EDGAR HTML and Inline XBRL (iXBRL) filings, such as Forms N-CSR, 485BPOS, S-8 and many others. This easy-to-use solution lets you easily prepare and submit these filings in-house, including iXBRL tagging required in many of these filings. It now includes an AI Agent for automated iXBRL tagging, that not only suggests appropriate tags using AI but also inserts these tags into the filing document automatically! The pay once, perpetual use model is particularly cost-effective for investment managers who file for multiple funds, with multiple filings every year, since you don’t pay per filing or per CIK. Click here or contact us for pricing and other details.Easy-to-use Cost-effective Self-Service Online Options
Our cutting-edge easy-to-use self-service web portals revolutionize your filing experience, delivering an all-in-one solution for many types of SEC EDGAR filings, and ticking all the boxes you need: • Nothing to install • Ease of use • Low cost • Instant turnaround • 24/7 Availability • Top-notch security • Readily available expert assistance These Self-Service Portals enable Investment Managers to prepare and submit various SEC forms using simple form-fill and automatic conversion of Excel spreadsheets to an EDGAR-compliant filing. They offer the best pricing available anywhere and provide an unbeatable solution if you are reasonably familiar with your filing requirements. Prepare and file Beneficial Ownership Forms 13-G, 13-D, and Forms 3, 4, 5
Our easy-to-use self-service portal is the ideal solution for quickly, easily and inexpensively preparing and filing SEC Forms 13G and 13D, as well as Forms 3, 4 and 5, for Beneficial Ownership reporting. The filing may be previewed and submitted to EDGAR as a test filing at no charge any number of times, with payment only to submit the live filing. With most filings costing under $50, this is not only the easiest-to-use but also the most economical and complete solution for such filings. Click here to access the Ownership Filings Self-Service Portal Prepare the XML Information Table for a 13-F (Holdings Report) filing
[see video]
Our easy-to-use portal is the ideal solution for investment managers looking to prepare their holdings XML table for submission with 13-F filings, including aggregating, scrubbing, filtering and organizing the securities automatically without hassles. The filing may be previewed at no charge any number of times, with payment only to download the final XML file. With most filings costing $100 to $125, this is not only the easiest-to-use but also the most economical and complete solution for such filings. Click here to access the Form 13-F Self-Service Portal Prepare the XML Information Table for an N-PX (Proxy Vote Record) filing
Our easy-to-use portal is the ideal solution for registered management investment companies and investment managers looking to prepare their form N-PX proxy vote record XML table for submission with N-PX filings, including aggregating, validating and organizing the table records automatically without hassles. The filing may be previewed at no charge any number of times, with payment only to download the final XML file. With most filings costing $100 to $150, this is not only the easiest-to-use but also the most economical and complete solution for such filings. Click here to access the Form N-PX Self-Service Portal Prepare and submit an SEC Form SHO (Rule 13f-2) filing
Our easy-to-use portal is the ideal solution for investment managers looking to easily prepare and submit an SEC Form SHO (Short Positions and Activity Disclosure pursuant to Rule 13f-2) monthly filing, including automatically aggregating positions and activity across accounts, threshold level filtering and other adjustments required to ensure validation and proper filing. The filing may be previewed and even submitted to EDGAR as a test filing at no charge any number of times, with payment only to make the live submission. At under $150 for a complete filing, this is not only the easiest-to-use but also the most economical and complete solution for preparing such filings using spreadsheet data. Click here to access the Form SHO (rule 13f-2) Self-Service Portal Convert Word, Excel and PDF to EDGAR-compliant HTML
Our easy-to-use portals are the ideal solution to convert exhibit documents to EDGAR-complant HTML. Simply upload your document, and get back submission-ready EDGARized file(s) immediately. You can preview the filing at no charge any number of times, and pay only when satisfied to download the EDGARized file(s). Most documents cost $9 to $15, a typical 100-page document is around $25, making these portals the most cost-effective high-quality EDGARizing solutions available anywhere. Click here to access the Web-based Word-to-EDGAR Conversion Self-Service Portal Click here to access the Web-based PDF-to-EDGAR Conversion Self-Service PortalFull-Service also available - We can take care of everything
If you’re looking to outsource your Investment Management filings, we’re here to take care of it all for you. As an SEC Filing Agent with EDGAR credentials since 1993, we pride ourselves on our professionalism, timeliness and excellent customer service. You may send us your data in whatever shape you have it, and count on us to take care of your EDGAR filings promptly and accurately at very competitive pricing. Click here for basic information on our SEC Filing Service Click here for detailed information about SEC Form types, pricing and other detailsWe’re here to help!
If you have any questions or issues, feel free to contact us. Were only a phone call/text (585-510-3890) or email away!
Home
im.acii.com
a division of Advanced Computer Innovations, Inc.
70 Office Park Way • Pittsford, NY 14534-1746 (USA)
Phone or text: 585-510-3890 • Email: click here
SEC EDGAR Filing Solutions for
Investment Managers
Investment Managers, including Registered Investment Advisers (RIAs), Institutional Investment Managers, Fund Managers and Portfolio Managers now have more SEC Regulatory Compliance filing obligations than at any time in the past. These filings include: • Form ADV: Registration and Compliance for Investment Advisers • Form 13F: Quarterly Reporting of Institutional Holdings • Form N-PX: Annual Reporting of Proxy Voting Record • Form SHO: Monthly Reporting of Short Trades Positions and Activity • Schedule 13D or 13G: Beneficial Ownership Reporting • Form 3, 4, and 5: Insider Reporting (Section 16) • Rule 13h-1: Large Trader Reporting • Form PF: Private Fund Reporting • Form N-PORT and N-CEN (for Registered Funds) • Form CRS (Customer Relationship Summary) • Regulation D: Private Placements • Form N-CSR: Shareholder Reports • Form 485BPOS: Post-effective Prospectus Amendments • and more … We have been providing cutting-edge SEC EDGAR filing tools and services to Investment Managers and other SEC filers since the earliest days of EDGAR (1993). These include easy-to-use and cost-effective Self-Service solutions, as well as Full-Service EDGAR Filing Agent services.Locally installed Desktop SEC Filing
Software - Pay Once, Perpetual Use
Our premier SEC EDGAR Filing Software, EDGARsuite ™ , handles all EDGAR HTML and Inline XBRL (iXBRL) filings, such as Forms N-CSR, 485BPOS, S-8 and many others. This easy-to-use solution lets you easily prepare and submit these filings in-house, including iXBRL tagging required in many of these filings. It now includes an AI Agent for automated iXBRL tagging, that not only suggests appropriate tags using AI but also inserts these tags into the filing document automatically! The pay once, perpetual use model is particularly cost-effective for investment managers who file for multiple funds, with multiple filings every year, since you don’t pay per filing or per CIK. Click here or contact us for pricing and other details.Easy-to-use Cost-effective
Self-Service Online Options
Our cutting-edge easy-to-use self-service web portals revolutionize your filing experience, delivering an all-in-one solution for many types of SEC EDGAR filings, and ticking all the boxes you need: • Nothing to install • Ease of use • Low cost • Instant turnaround • 24/7 Availability • Top-notch security • Readily available expert assistance These Self-Service Portals enable Investment Managers to prepare and submit various SEC forms using simple form-fill and automatic conversion of Excel spreadsheets to an EDGAR-compliant filing. They offer the best pricing available anywhere and provide an unbeatable solution if you are reasonably familiar with your filing requirements. Prepare and file Beneficial
Ownership Forms 13-G, 13-D, and
Forms 3, 4, 5
Our easy-to-use self-service portal is the ideal solution for quickly, easily and inexpensively preparing and filing SEC Forms 13G and 13D, as well as Forms 3, 4 and 5, for Beneficial Ownership reporting. The filing may be previewed and submitted to EDGAR as a test filing at no charge any number of times, with payment only to submit the live filing. With most filings costing under $50, this is not only the easiest-to-use but also the most economical and complete solution for such filings. Click here to access the Ownership Filings Self- Service Portal Prepare the XML Information Table
for a 13-F (Holdings Report) filing
[see video]
Our easy-to-use portal is the ideal solution for investment managers looking to prepare their holdings XML table for submission with 13-F filings, including aggregating, scrubbing, filtering and organizing the securities automatically without hassles. The filing may be previewed at no charge any number of times, with payment only to download the final XML file. With most filings costing $100 to $125, this is not only the easiest-to-use but also the most economical and complete solution for such filings. Click here to access the Form 13-F Self-Service Portal Prepare the XML Information Table
for an N-PX (Proxy Vote Record) filing
Our easy-to-use portal is the ideal solution for registered management investment companies and investment managers looking to prepare their form N-PX proxy vote record XML table for submission with N-PX filings, including aggregating, validating and organizing the table records automatically without hassles. The filing may be previewed at no charge any number of times, with payment only to download the final XML file. With most filings costing $100 to $150, this is not only the easiest-to-use but also the most economical and complete solution for such filings. Click here to access the Form N-PX Self-Service Portal Prepare and submit an SEC Form
SHO (Rule 13f-2) filing
Our easy-to-use portal is the ideal solution for investment managers looking to easily prepare and submit an SEC Form SHO (Short Positions and Activity Disclosure pursuant to Rule 13f-2) monthly filing, including automatically aggregating positions and activity across accounts, threshold level filtering and other adjustments required to ensure validation and proper filing. The filing may be previewed and even submitted to EDGAR as a test filing at no charge any number of times, with payment only to make the live submission. At under $150 for a complete filing, this is not only the easiest-to- use but also the most economical and complete solution for preparing such filings using spreadsheet data. Click here to access the Form SHO (rule 13f-2) Self-Service Portal Convert Word, Excel and PDF to EDGAR-
compliant HTML
Our easy-to-use portals are the ideal solution to convert exhibit documents to EDGAR-complant HTML. Simply upload your document, and get back submission-ready EDGARized file(s) immediately. You can preview the filing at no charge any number of times, and pay only when satisfied to download the EDGARized file(s). Most documents cost $9 to $15, a typical 100- page document is around $25, making these portals the most cost-effective high-quality EDGARizing solutions available anywhere. Click here to access the Web-based Word-to- EDGAR Conversion Self-Service Portal Click here to access the Web-based PDF-to- EDGAR Conversion Self-Service PortalFull-Service also available - We can
take care of everything
If you’re looking to outsource your Investment Management filings, we’re here to take care of it all for you. As an SEC Filing Agent with EDGAR credentials since 1993, we pride ourselves on our professionalism, timeliness and excellent customer service. You may send us your data in whatever shape you have it, and count on us to take care of your EDGAR filings promptly and accurately at very competitive pricing. Click here for basic information on our SEC Filing Service Click here for detailed information about SEC Form types, pricing and other detailsWe’re here to help!
If you have any questions or issues, feel free to contact us. Were only a phone call/text (585-510-3890) or email away!
