Paperwork + Regulations = Headache. As part of being an independent advisor or firm, completing & filing forms is a regular occurrence. It also isn't fun or productive.
FinFolio can help with Form 13F. Please do not ask us legal questions about the regulation. We can provide the data in a form that can be readily uploaded to the SEC. To help our clients, we have built out a set of tools to automate the process.
