How Can Portfolio Management Software Save Time And Effort In Filing 13F Reports?

How Can Portfolio Management Software Save Time And Effort In Filing 13F Reports? Numerous portfolio management software is available in the market that can assist with 13F reporting by automating the process and providing accurate and up-to-date information. A quarterly report known as the 13F must be filed by investment advisers registered with the Securities and Exchange Commission. This report is also referred to as Form 13F.

So, for example, one can use 13-F reporting with FinFolio to help advisers present numerous aspects of their portfolio, including the name of the issuer, the title of the security, the CUSIP number, and the number of shares that are held.

What Is The SEC 13F Report?

In 1975, Congress made the 13F requirement. Its goal was to show the U.S. public what the largest institutional investors in the country owned. Legislators thought this would make investors more confident in the fairness of the country’s financial markets. A Form 13F is a quarterly report filed with the Securities and Exchange Commission by institutional investment managers with assets under management exceeding $100 million.

How Can Portfolio Management Software Save Time And Effort In Filing 13F Reports
Portfolio Management Software Save Time And Effort In Filing 13F Reports.

It shows how much stock they own and can give you an idea of what smart money is doing in the markets. Form 13F must be filed 45 days after the end of a calendar quarter by hedge funds. To keep their investment strategy hidden from competitors and the public, most funds wait until the end of this period.

Benefits of Using Portfolio Management Software

Managing an investment portfolio using software has a lot of benefits. It lets you make a standard system of best practices for your organization, which may be the most important thing. Adopting portfolio management software can also reduce risk, increase profit, and ensure that resources are used wisely. Here are some of the other benefits you get out of it:

Gathering And Consolidating Data

The manual collection and consolidation of this information can be laborious and time-consuming; therefore, using the software can save investment advisers significant time and effort that they would otherwise expend on the job. Using 13-F reporting with software like FinFolio automates gathering and consolidating the data required for the report, which is one of the primary benefits of using portfolio management software.

It also provides a user-friendly interface, enabling financial advisers to quickly access and review the data. As a result, the process of preparing the report is significantly simplified.

Providing Accurate Data

In addition to making the data collection process more automated, portfolio management software also offers accurate and up-to-date information. It is significant because you must submit the 13F report within 45 days of the end of each quarter; consequently, it is essential to possess accurate and up-to-date knowledge to meet the deadline, as mentioned earlier. It also allows investment advisors to monitor their holdings in real time, enabling them to make better-informed decisions regarding their clients’ investments.

Providing Remote Portfolio Management

Modern portfolio management software is cloud-based, allowing users to manage their portfolios from any location in the world, such as an office or a beach, at any time. They have an easy-to-use interface and the ability to be accessed from anywhere, allowing users to track and manage their portfolio holdings whenever and wherever they want.

The software lets them file their SEC 13F reports from anywhere, so they don’t have to be in an office. It makes it a valuable tool for investors and professionals who are always on the go because they can manage their portfolios and meet regulatory requirements no matter where they are.


Modern portfolio management software can help investment advisers with 13F reporting. It automates the data-gathering process, provides accurate and up-to-date information, offers remote portfolio management, and includes various security features to keep the data safe and secure. Portfolio management software can save time and effort, increase the efficiency of preparing 13F reports, and help investment advisers make more informed investment decisions.

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