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Which File-Mate ADV option is right for you?
File-Mate ADV comes in two options: Print and Advisor. Choose the features and price point that best fits your needs.
Print
$129 |
For those who want to streamline the production of ADV Part II forms. Prints form ADV, Schedules F and G, to plain paper or to a text-searchable, IARD compliant PDF*. |
Advisor
$189 |
For the medium to large business, financial service, or law office that needs to produce and distribute form ADV in paper, PDF*, or editable Word format. Advisor has all the capabilities of File-Mate ADV Print, plus the ability to export to Word. |
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Ease of use: File-Mate’s intuitive, user-friendly interface lets you get started with a minimal learning curve.
Multiple printing options: Print directly to plain paper using your laser or inkjet printer or create a edible Word document. Create PDF documents for upload to IARD web site with your PDF software.
Spelling check: Built in spell check feature ensures a professional looking product.
Search tool: Search any entry field or use a multiple-search to find only the forms you need.
Unlimited entries: Add as many companies and versions as you need.
Data rollover: Store, retrieve, and update information from year to year.
Timesaving wizards: Schedule F is integrated throughout; our wizard prompts you for information only when needed — so you don’t have to switch forms and you’ll never forget to complete them!
Auto fill-in: Enter company information once, and then let File-Mate populate the address for each form.
Mac and PC versions available. File-Mate ADV is the only SEC filing utility available for the Mac OSX platform.
Free tech support: We’re committed to providing the best customer service in the business. That’s why we offer both e-mail and phone support for File-Mate ADV.
*PDF genarating software not included.
