Effortlessly Navigate the Complexities of Form ADV
From data management, e-filing initial annual amendments and e-filing updated amendments, our regulatory technology simplifies Form ADV.
Combine Form ADV with AQMetrics’ One-Stop Cloud Solution
Offering seamless data management, efficient preparation of amendments, and e-filing, our regulatory technology significantly cuts down on Form ADV reporting tasks.
Data Management
Capture annual investment adviser data and relying adviser data into AQMetrics DataHub to simplify your Form ADV reporting.
Secure Workflow
Streamline the ADV amendment process with AQMetrics’ secure workflow for timely and precise e-filings to the SEC and State Authorities.
Automated Audit Trail
Facilitate seamless Form ADV compliance within timelines and due dates through AQMetrics comprehensive workflow and automated audit trails.
Regulatory Change
AQMetrics keeps you Form ADV compliant by proactively adapting its technology to include regulatory changes.
The AQMetrics Advantage
One Platform
Experience unmatched efficiency and remove complexity with a regulatory technology that caters to all your Form ADV e-filing needs for both the SEC and State Authorities.
Dependable Data
Benefit from intuitive data management tools and automated data management, ensuring high-quality and timely e-filings to the SEC and State Authorities with minimal effort.
Automated Workflow
Merge and update umbrella data from investment advisers and relying advisers for a fully integrated, automated, and audited, Form ADV amendments e-filing process.
Authorised and Regulated by ESMA and the FCA, and ISO 27001 Certified
