We Have Your Back

Easy ADV Part II and Privacy Policy notifications for Advisors

Free Trial

Quick And Easy Setup

In your dashboard, we color code the steps so you can get it done in 5 minutes or less. And get back to your latte!

Easy Data Import

We make it easy for you to add your data. Choose between csv import, manual entry, or add from Redtail.

Improvements

We'll be adding new features and improvements based on your suggestions. So keep them coming!

Stress-free reporting

You'll get reports every 6 months, or whenever you want. Timestamps and user contacts to make auditors happy.

Redtail Integration Integration

Seamlessly and quickly import your clients. We'll be adding more CRMs shortly. Reach out to get yours added.

FREE High-touch Support

FOR ALL! We're building advisor apps, and we want to make sure you love them! So we'll be highly accessible to you.


We do it all for you. ADV Part II and Privacy Policy Services

  • Automatically remind you a month before send date that you should update your ADV Part II (AUM change at very least)
  • Send your latest ADV Part II and Privacy Policy to clients annually
  • Send you a report of sent documents along with dates and timestamps
  • Give you an easy way to add new clients, and we'll send to them immediately
  • Give you a dashboard to quickly add clients in bulk or individually
  • Annual cost is about the same as 1 hour of your secretary's time
  • We listen to you: we're interested in building world class advisor solutions, and we want your opinion!

Walk-through steps

We'll walk you through it. In 5
minutes or less.

After sign-up, it takes just a few minutes to configure everything. Color-coded blocks with buttons show you what still needs to be done.

We do the hard stuff, following best practices for User Experience--so it will be easy for you.

Walk-through steps

Most Importantly We Give YouPeace of Mind!

The greatest thing we can do for you is help you sleep at night knowing we have your back.

Walk-through steps

Pricing

If you have more than 5,000 clients please contact us.

All plans include 60 days free trial while we are in beta. Don't miss out!

NOTE: We don't store your credit card information, it gets sent securely to Stripe. Once they receive your card number they store it and provide a token for us to approve the charge.

Basic

$24 / year

  • 500 clients
  • High-touch support
  • Audit reports
  • 60 days FREE trial!
Start Free Trial

Pro

$49 / year

  • 2000 clients
  • High-touch support
  • Audit reports
  • 60 days FREE trial!
Start Free Trial

Enterprise

$99 / year

  • 5000 clients
  • High-touch support
  • Audit reports
  • 60 days FREE trial!
Start Free Trial