13F Reporting & Security Report

Atlas now allows users to generate quarterly reports for compliance and performance!
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Form 13F is a quarterly report that is required by The Securities and Exchange Commission's to be filed by any institutional investment managers with at least $100 million in AUM, while the Security report details growth for holdings throughout the firm.

The Security Detail report allows clients to overall performance of securities on a MTD and YTD basis

To generate these forms:
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1) Go to Dashboard on Atlas

2) Scroll to "Firm Wide Reporting"

3) Select "13F Report" or "Security Report" and the as of date

From there, the reports with generate and will be available for export via Excel.

If you have any questions, please reach out via Intercom or send us an email at support@bridgeft.com

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