"Why can't someone just tell me what I need to file, by regulator and due date? Maybe let me enter data once and reuse it for all regulatory filings instead of copying and pasting data?" The founders have spent over 20 years finding, managing, completing, and submitting documents to regulators and built a cloud-based software platform to transform the tedious, manual, ever-changing, filing processes into an efficient, effective operation.

Management Team

Scott Soderstrom