Form CRS Tool

Easily comply with Form CRS disclosure requirements

Generate a firm-specific document with a profile driven solution. Available as a standalone solution or as a part of your current subscription, step-by-step, the Form CRS tool establishes a profile for your firm, allowing you to generate a Form CRS as unique as your firm.

Our Form CRS tool allows firms to:

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Generate an editable, firm-specific Form CRS

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Easily make final additions or adjustments to your Form CRS

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Easily comply with Form CRS disclosure requirements

Form CRS filings

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Choose NRS and let our experts become your experts

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We understand your challenges.

With a team of former compliance professionals and regulators, we know what it takes to build a culture of compliance.
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We have our finger on the pulse.

We provide continuous insight and applicable best practice solutions to tackle timely regulatory issues with dozens of live and on-demand events throughout the year.
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We are your partner.

For more than 30 years we have been the nation’s leader in compliance and registration products and services for financial services firms, helping guide our clients’ compliance strategy, minimize risk and lower costs.

Frequently Asked Questions

Is the Form CRS Tool available as a standalone solution?
How does the Form CRS Tool work?

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Learn more about the Form CRS Tool and other NRS solutions to help you comply with confidence.