See You at ICI Investment Management! QES is excited to be part of the?Investment Company Institute’s?Investment Management Conference!?Can’t wait to engage with industry leaders and discuss evolving SEC regulations. See you there! #Compliance #FinancialServices #RegTech #QualityEDGARSolutions
Quality EDGAR Solutions
金融服务
New York,NY 802 位关注者
Trusted SEC compliance experts for corporate issuers, fund & asset managers, asset backed securities and more.
关于我们
Quality EDGAR Solutions is a full service SEC regulatory filing agent and financial printer. Headquartered in New York City, our team is comprised of EDGAR filing experts with over a decade of EDGAR filing experience. We maintain a team of accountants and CPA’s to ensure the highest level of Quality Control in our XBRL filings. We specialize in EDGAR and XBRL filing and maintain a state of the art financial print division capable of handling both large and small run projects. Our mission is to provide our clients with white glove customer service at a fair and reasonable price. We value our clients and work closely with them to ensure all deadlines are met and absolute satisfaction throughout the external reporting process. Contact us to learn more about how we can help with any of your EDGAR needs
- 网站
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https://www.qualityedgar.com
Quality EDGAR Solutions的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- New York,NY
- 类型
- 私人持股
- 创立
- 2007
- 领域
- Regulatory Filing、EDGAR Filings、XBRL Filings、Foreign Language Translations和Financial Printing
地点
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主要
14 Penn Plaza
US,NY,New York,10122
Quality EDGAR Solutions员工
动态
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Proxy season is here—timing and accuracy are everything. At QES, we help law firms navigate high-stakes?proxy contests?with?24/7 support?and?seamless shareholder communication solutions.?From?real-time document editing?to?secure EDGAR filings, we ensure speed, precision, and compliance at every step. When deadlines are tight,?QES delivers.?Let’s connect. ??https://lnkd.in/gwwbQmDz #Compliance #FinancialServices #RegTech #QualityEDGARSolutions
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We appreciate being included in the discussion on EDGAR Next, we’re ready to help our clients with the upcoming transition, ensuring a seamless process.
It’s that time of year again! Our team has gathered in Hoboken for our EY Comply Annual Planning Session, and what a great first day it has been. Insightful discussions between our business and engineering leads have set the stage for seizing key opportunities and navigating the challenges ahead. Big thanks to: - David Rosenfeld (Quality EDGAR Solutions) for briefing us EDGAR Next and their latest innovations; - Pamela Cytron (The Founders Arena) and Adam Famularo (WorkFusion) for joining us today and offering their candid perspectives on the product mindset; and - Christopher Lanza and Patrick Mara for briefing us the EY Comply Go-to-Market (GTM) strategy. Excited to see the collaboration over the next few days translate into tangible results as well as solutions to some of our most strategic challenges. Let’s get to work! Anne Farrar, Michael Barnes, Brianna Day, MBA, Gavin Kaimowitz, and Rutherford Le Blang
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It’s not just about?knowing the regulations—compliance professionals also need to be skilled at?problem-solving. ???Can you spot?potential filing issues before they happen? ?? Do you know how to?adjust workflows to improve efficiency? ?? Are you able to?interpret changing SEC requirements in real-time? At QES, we?help compliance professionals sharpen their processes with smarter automation and proactive solutions.?What’s the most valuable skill compliance professionals need today? ??https://lnkd.in/dTR7ivtT #Compliance #FinancialServices #RegTech #QualityEDGARSolutions
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AI is transforming the regulatory landscape by improving efficiency and accuracy. At QES, we’re leveraging advanced technology to streamline SEC filings and exploring how AI can further optimize these processes as regulations evolve. Contact us to learn more. ??https://lnkd.in/gep5fF2J #Compliance #FinancialServices #RegTech #QualityEDGARSolutions
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Compliance isn’t just about rules and regulations—it’s about trust. At QES, we prioritize building strong relationships with our clients, offering personalized support to navigate the complexities of regulatory filings. We’re not just your filing provider; we’re your compliance partner. Let’s discuss how we can make your compliance journey smoother and more reliable. Reach out today! ??https://lnkd.in/dTR7ivtT #Compliance #FinancialServices #RegTech #QualityEDGARSolutions
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At QES, we simplify regulatory filings for asset managers and investment firms. Our automated solutions streamline ’40 Act filings, reduce manual work, and integrate with Excel to boost efficiency. Let’s connect to discuss how we can support your filing needs! ??https://lnkd.in/dTR7ivtT #Compliance #FinancialServices?#RegTech #QualityEDGARSolutions
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???SEC Updates to 13D & 13G Filings – Key Changes You Need to Know??? https://lnkd.in/eQMBaDB5 The SEC has updated its guidance on 13D and 13G beneficial ownership filings. Key changes include tighter reporting requirements for investors who influence corporate governance, compensation, or elections. These investors will now need to file Schedule 13D instead of Schedule 13G. Additionally, amendments to Schedule 13D will be required more frequently for any material changes, such as acquisitions or changes in shareholder agreements. The SEC also clarified how ownership is calculated, including repurchased shares and voting agreements. At?Quality EDGAR Solutions (QES), we help clients stay compliant with these updates, ensuring accurate and efficient filings while minimizing manual effort. ??https://lnkd.in/gwwbQmDz #SEC #13D #13G #Compliance #EDGAR #QualityEDGARSolutions
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QES is a proud sponsor of the Investment Company Institute’s 2025 Investment Management Conference in San Diego, CA from March 16-19. Join us to learn from experts on the most important issues facing the asset management industry today. Learn more:?https://bit.ly/4htn1Xm #ICI #SECCompliance #FinancialReporting #QualityEDGARSolutions
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???SEC Delays Form SHO Filing Deadline??? https://lnkd.in/eEz6Mv4h The?SEC?has granted a?temporary exemption, extending the deadline for?Form SHO?filings to?February 17, 2026, for the?January 2026?reporting period. This delay gives?institutional investment managers?additional time to update their systems for compliance with recent regulatory changes. At?QES, we’re ready to support you during this transition. Our?automated solutions?and?expert guidance?will help ensure your?SEC filings?stay accurate, compliant, and on track. Need help navigating these updates? We’re here to assist! ??https://lnkd.in/gwwbQmDz #FormSHO #SECfilings #RegulatoryCompliance #QualityEDGARSolutions?