Electronically create Brochure Supplements, in PDF format, using your existing Rep data.

RegEd has a new electronic workflow solution that will integrate with your existing Representative data (stored by RegEd and/or FINRA), to rapidly and efficiently create Brochure Supplements that will satisfy the requirements of Form ADV Part 2B. RegEd's ADV Part 2B will:

• Reduce the time and resources required to create Part 2B by leveraging existing rep data.
• Streamline data collection, data verification and the approval process.
• Implement quickly with the right approval workflow, by leveraging your firm's existing hierarchy implementation.
• Automate ADV Part 2B Brochure Supplement creation with a fully customizable PDF.

Stay in Compliance with RegEd's Electronic Solution for Form ADV Part 2B

RegEd's ongoing support and our electronic solution's event driven new supplement creation (e.g. address change, DRP update, education update, etc.), will ensure that you always have the most current supplement and are fully in compliance with SEC requirements.

RegEd's Form ADV Part 2B e-Solution Workflow