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Leverage Form ADV filings data to do more faster


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  • Leverage ADV filings for manager sourcing and benchmarking. Build dashboards, analyze service providers, and identify key risk areas.

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  • Access simple, yet effective advisor profiles, private fund listings, and private fund profiles. Configure materiality threshold for filing changes. Track historical changes between any two dates.

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  • Free daily / weekly / monthly email alert with FormADV filing changes of your portfolio delivered to your inbox. Be proactive in managing risks in your portfolio.

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  • A customized Excel file attachment on key changes along with email alerts by upgrading to our analytics subscription.

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