OVERVIEW OF WHAT WE DO
Use our QES forms application to create and file within minutes with seamless
template creation that populates your data.
Automated scrubbing of information table against the SEC® list of 13F securities
Easy-to-use template allows for form completion in minutes
Usable anywhere anytime — 24/7 – Ability to create and file on your Mobile Device!
Ability to file directly with the SEC
Download our smart Excel
templates
Create new project &
Upload completed Excel files
QES will check required field
validations & provide any
additional support
Test file & make PDF's
QES provides any additional
support needed for filing
Client receives our smart
Excel templates
Clients returns Excel
Template
QES sets up project, test files
& returns PDF proof for review
QES will check required field
validations & provide any additional
support
QES provides any additional
support needed for filing