A digital platform for preparing regulatory filings

Minimize errors and maximize collaboration


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Digital Regulatory Forms

  • Prepare your next ADV filing on a digital platform. Disrupt dependency on time-consuming and error-prone Excel, Email chains and Word files

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Collaborative Workflows

  • Collaborate with your colleagues and SMEs in preparing regulatory filings. Eliminate dependency on email-based approvals, and document each review and approval on the platform

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Auditable Institutional Memory

  • Maintain a central repository and institutional memory of all your filing responses and documentation for consistent data across affiliates, regulatory entites, and jurisdictions. Easily auto-fill responses for future filings

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