Use a web portal to create, edit, and file various EDGAR forms:

• Section 16: 3, 3/A, 4, 4/A, 5, 5/A
• Beneficial Ownership: SCHEDULE 13D, SCHEDULE 13D/A, SCHEDULE 13G, SCHEDULE 13G/A
• Regulation Crowdfunding: C, C/A, C/A-W, C-AR, C-AR/A, C-AR-W, C-AR-W/A, C-TR, C-TR-W, C-U, C-U-W, C-W
• Regulation D: D, D/A
• Institutional Manager: 13F-HR, 13F-HR/A, 13F-NT, 13F-NT/A
• Municipal Adviser: MA, MA/A, MA-A, MA-I, MA-I/A, MA-W
• Transfer Agent: TA-1, TA-1/A, TA-2, TA-2/A, TA-W
• Funds: N-CEN, N-CEN/A, N-MFP2, N-MFP2/A, NPORT-P, NPORT-P/A, NPORT-NP, NPORT-NP/A, N-PX
• NMS Stock ATS: ATS-N, ATS-N-C, ATS-N-W, ATS-N/CA, ATS-N/MA, ATS-N/OFA, ATS-N/UA
• Other EDGAR forms: 144, 144/A, 12b-25 extensions, 24F-2NT, 24F-2NT/A

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Three tiers of features to provide tools for every EDGAR form type:

• All EDGARLink Online Forms (such as 10-Q, 10-K, S-1, etc. as well as EDGAR XML forms like 24F-2NT)
• HTML Conversion from Word, Excel, PowerPoint, Adobe InDesign and PDF
• XBRL Support for US GAAP, Risk/Return, IFRS, CEF, ECD, FFD, FND, OEF, RXP, SHR, VIP
• Section 16: 3, 3/A, 4, 4/A, 5, 5/A
• Beneficial Ownership: SCHEDULE 13D, SCHEDULE 13D/A, SCHEDULE 13G, SCHEDULE 13G/A
• Regulation A: 1-A, 1-A/A, 1-A-W, 1-A-W/A, 1-A POS, 1-K, 1-K/A, 1-SA,1-SA/A, 1-U, 1-U/A, 1-Z, 1-Z/A, 1-Z-W, 1-Z-W/A, 253G1, 253G2, 253G3, 253G4, DOS, DOS/A, DOSLTR
• Regulation Crowdfunding: C, C/A, C/A-W, C-AR, C-AR/A, C-AR-W, C-AR-W/A, C-TR, C-TR-W, C-U, C-U-W, C-W
• Regulation D: D, D/A
• Large Trader: 13H, 13H-A, 13H-Q, 13H-I, 13H-T, 13H-R
• Institutional Manager: 13F-HR, 13F-HR/A, 13F-NT, 13F-NT/A
• Municipal Adviser: MA, MA/A, MA-A, MA-I, MA-I/A, MA-W
• Security-based Swap Data Repository: SDR, SDR/A, SDR-A, SDR-W
• Broker-dealer: 17HACON, 17HACON/A, 17HQCON, 17HQCON/A, X-17A-5, X-17A-5/A
• Transfer Agent: TA-1, TA-1/A, TA-2, TA-2/A, TA-W
• Funds: NPORT-NP, NPORT-NP/A, NPORT-P, NPORT-P/A, N-CEN, N-CEN/A, NT N-CEN, NT N-CEN/A, N-MFP2, N-MFP2/A
• NMS Stock ATS: ATS-N, ATS-N-C, ATS-N-W, ATS-N/CA, ATS-N/MA, ATS-N/OFA, ATS-N/UA
• XML Exhibits: ABS-EE, SDR

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Create, edit and file 13F and 13H variants with additional support for SCHEDULE 13D and SCHEDULE 13G:

• Forms SC 13G, SC 13G/A, SC 13D, SC 13D/A
• SCHEDULE 13G, SCHEDULE 13G/A, SCHEDULE 13D, SCHEDULE 13D/A
• Forms 13F-HR, 13F-HR/A, 13F-NT, 13F-NT/A
• Forms 13H, 13H-A, 13H-Q, 13H-I, 13H-T, 13H-R

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Tools for creating ownership documents and filings Section 16 forms to EDGAR:

• Forms 3, 3/A, 4, 4/A, 5, 5/A

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Create and file notices of exempt offerings under Regulation D

• Forms D, D/A

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Create and file disclosures for municipal advisors:

• Forms MA, MA/A, MA-A, MA-I, MA-I/A, MA-W

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Create and edit XBRL reports with support for the following taxonomies (support includes past released versions of the taxonomies to the current version of each taxonomy):

• US GAAP
• Risk/Return
• IFRS
• ECD
• CEF
• OEF
• FFD
• FND
• OEF
• RXP
• SHR
• VIP
• With additional support for user created taxonomies

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