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

User-friendly research platform
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.

Timely email alerts
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.

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