FOR RIA
Streamline your ADV updates
Effortlessly manage your ADV Part 2A brochures with structured editing and one-click exports.
WHAT IT DOES
ADV structured brochure editor handles the work for you
- Automates ADV Part 2A updates, saving you time.
- Tracks client-fee disclosures consistently.
- Generates IARD-ready PDFs with one click.
- Matches deficiency patterns from prior SEC exams.
BUILT FOR
Made for RIA
ADV structured brochure editor is designed for Registered Investment Advisors, investment advisors, and wealth managers who value efficiency and compliance.
THE OLD WAY
What you're stuck with today
- Manual ADV Part 2A updates in Word.
- Inconsistent tracking of client-fee disclosures.
- Manual uploads to IARD, risking deficiency letters.
ADV structured brochure editor replaces all of this.
QUESTIONS
Common questions
What problem does ADV structured brochure editor solve?
Solo and small-firm RIAs waste over 30 hours annually updating their ADV Part 2A brochures, often leading to costly deficiency letters during SEC exams.
Who is ADV structured brochure editor for?
ADV structured brochure editor is built for RIAs, including investment advisors and wealth managers.