File-Mate ADV


ADV-Mate Windows

For those who want to streamline the production of the new ADV form. Print Part 2A, Material Changes, Part 2B supplements to plain paper. Works with third party PDF software to product IARD compatible PDF's.


ADV-Mate Mac

For the Mac based business, same software as the Windows version. Plus has the ability to work with the Mac's built in PDF software.

Current Version

ADV-Mate "Brochure" Version ADV (Build 2.1)

System Requirements

Windows® Windows 7 and 8 and 10: PDF creation requires Adobe® Acrobat software or similar software on pre-10 OS's.
Requirements for Mac: OSX 10.9 or better.


Check Out These Great Features

New Version: File-Mate ADV is now sold as an annual software purchase. The price includes the software and support for the entire year. This is similar to Office 365 and many other products on the market. The good new is the price has dropped by $200, and as a returning customer, you'll get an even better deal on next years renewal.

Multiple Documents From One Source: ADV-Mate gives you the ability to output a new client document or an existing client document with changes.

Text Formatting: Built in fonts, formatting, text color and spell check feature ensures a professional looking product.

Unlimited Entries: Add as many companies, advisers and versions as you need.

Auto Formatting: File-Mate ADV handles the heavy lifting when it comes to formatting your document, leaving you free to concentrate on content.

Material Changes: Enter changes into the system and File-Mate ADV automatically adds the changes to your document when printed.

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 current File-Mate ADV users.

PDF Compatible: Create PDF documents for upload to IARD web site with your PDF software.

Have Questions?: Call toll free at 855-465-1000 or email us at

  Mac Windows
General Features
Unlimited entries check check
Wizard-style data entry check check
Spell checking, text formatting features check check
Help file check check
Roll forward of previous year’s data check check
Forms Supported
ADV Part 2A, Part 2B Supplement (Wrapper fees support coming soon) check check
Printing Capabilities
Print preview check check
Prints to plain paper check check
Works with third party PDF software check check
Works with the Mac built in PDF software check Win 10


  • ADV-Mate Tour
  • ADV-Mate Tour
  • ADV-Mate Tour
  • ADV-Mate Tour

How to convert a demo to a licensed version
You may use the demo version of File-Mate ADV as long as you like. We want you to explore all of its functionality; however, the forms you create will include a watermark. To remove this watermark so you can file with the SEC, you must purchase a registration key online or call 888.746.0440. Please contact us via e-mail about volume licensing.

How to register File-Mate ADV so you can begin filing
As soon as we receive your payment, we e-mail you a registration key. To activate the full version of ADV-Mate, simply paste the number into the registration box when you launch ADV-Mate, or click the Register link. 

How to install File-Mate ADV

  1. Download the installer and Save it to your desktop. 
  2. Once the software has downloaded, double click the installer exe to open the installer application.
  3. Follow the instructions in the Setup Wizard.

How to update File-Mate ADV
If you are using a previous version of the ADV-Mate, such as the 2015 or 2016 verion, then you will need to purchase the current version.

If you are using an older version of the current version 7 software, then you can update at no cost to the latest version.

To update your old version of ADV-Mate, simple re-install using the latest installer. Your data will be transfered durring the update to the new version. As a precaution, please remember to have a backup of the original software, just in case.

Have Questions?: Call toll free at 855-465-1000 or email us at

Are you planning on changing the software to conform to the new SEC Brochure format?
Yes, the application that supports the brochure style form is now posted and ready for purchase.

Once I order, how long does it take to get my registration number?
You receive your registration number immediately after we approve your credit card.

Can more than one person use File-Mate ADV?
Yes, you can install File-Mate on a network server or on a shared folder on a local machine.

Where does File-Mate ADV store my data?
The default location is C:\File-Mate\<Tax Year>.

Can I back up my data?
Yes! File-Mate has both backup and restore functions, which you can access from the startup page. The backup tool copies your database to the Backup folder. The Recover button overwrites existing data with your backup data.

I'm getting an error when open the application "This action cannot be perform..." What should I do?
This error is usually caused by a conflict with the User Account Control on Window Vista and Windows 7. see PDF file for ways to solve the problem. (View PDF instructions)

How do I move the program from an old pc to a new one? 
Simply move the folder contents from the old to the new. or use your original installer (same version as the current application) to install a copy of the program on the new pc. Then move your data file(s) (all the ".adv" files) to the new pc, and overlay the existing blank data file that was just installed with your old data file. (View PDF instructions)

Tech Support

How do I get Tech Support?
We are a small company with limited resources, and we don't necessarily have some manning the tech support line every hour of the day.

Emailing your questions to is your best bet for getting any answer.

If you prefer to call we do our best to answer the phone (855-376-1099) during business hours, and especially try to have someone answer during designated tech support hours:

Tuesday and Wednesday - 8:30am-11am

Monday and Thursday - 12:30pm-3pm

If we don't answer the phone it may mean we are on the line with another customer, please leave a detailed message and we'll call you back. If you are calling during non-business hours, holidays, weekend, etc., please feel free to leave a voice message, we try to answer all calls with 24 hours.

What are your business hours?
We are open 9-4:30 M-F, and observe most traditional US holidays. Since we are in Arizona, we are in Mountain Standard Time for the winter months, ie Day Light Saving time, and Pacific Standard Time for most of the summer months.

My registration number has an expiration date?
Yes, you are buy the right to use the software for one filing season, the filing season is basically the calendar year, however the upcoming years version will be available on Oct 1st. This purchase covers the use of the software, plus unlimited tech support and free PDF creation if you need it.

How does the remote support work?
We have the ability to log onto your computer (with your permissions, of course) and show you how the program works. We use a program called Team Viewer that be downloaded here: (Win,Mac).

Have Questions?: Call toll free at 855-465-1000 or email us at