The ComplianceMAX™ Part 2B solution is a flexible and scalable tool for meeting Form ADV Part 2B requirements. Constantly changing data makes the lifecycle of a Part 2B supplement short. Gathering updated data, approving and publishing supplements, maintaining records and generating reports on an ongoing basis is hugely time consuming.
NRS ComplianceMAX™ Part 2B solution:
- Reduces time spent creating or updating Part 2B supplements
- Streamlines operational aspects of administrating your program including data collection, verification and approval workflow
- Publishes Part 2B brochure supplements in the required PDF format
- Supports ongoing updates as adviser data changes including address information, disclosure reporting pages (DRP) and education so you remain compliant