Guided Intake
A clear, multi-step questionnaire captures every field the SEC requires — with save-and-resume at any point.
Instant Brochure Supplements
Transform intake answers into a polished, formatted Form ADV Part 2B document ready for delivery.
Compliance Oversight
Compliance officers review every advisor’s questionnaire and download supplements from one dashboard.
Built for Teams
Each advisor manages their own profile while your firm keeps a single source of truth.
How it works
1
Complete the questionnaire
Answer guided questions across eight sections — from firm details to supervision.
2
Generate the supplement
The system assembles a formatted Form ADV Part 2B brochure supplement automatically.
3
Review & download
Advisors download their PDF; compliance reviews every advisor from one place.