Institutional Tools for 13F Filers
The first platform offering filing diagnostics and public profile controls for institutions.
Core Institutional Features
Access diagnostic tools and profile features designed for compliance & operations teams.
Filing Error Diagnostics
Review potential issues detected across your historical 13F filings:
- Filing-level diagnostics (Filing-wide errors/issues)
- Record-level diagnostics (CUSIPs, shares, values...)
- Export for internal review and amended filings
Verified Firm Profile
Add and maintain information to your profile:
- Firm overview and background
- Investment team and leadership information
- High-level investment approach and strategy
Request Institutional Access
Institutional access is available to verified representatives of reporting investment managers.