Stay ahead of your Form ADV update deadline
Every Monday, WebRun opens SEC IAPD to check your firm's current Form ADV filing status, compares it against assets under management, staff, and disciplinary details on file in Redtail Technology, and posts your compliance officer a Slack checklist of what needs updating before the annual deadline.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I stay ahead of my firm's Form ADV annual update deadline?
WebRun tracks your Form ADV annual update every Monday by comparing AUM, headcount, and other firm details in Redtail Technology against your currently filed record on SEC IAPD. It posts your compliance officer a Slack checklist of exactly what changed and how many days remain, so the update is checked and ready well before the filing deadline. It never files anything itself.
- Every change since last year's filing is checked automatically
- Your compliance officer gets a Slack checklist weeks before the deadline
- Nothing gets filed without a human review, every time
Built for Registered Investment Advisors · chief compliance officers · RIA compliance teams · solo advisors
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
WebRun signs in and gets to work
Opens
www.redtailtechnology.comin a real browser with your saved login - no setup, no API keys. -
1
Redtail Technology - pull current firm details
redtailtechnology.com How to Automate Redtail Technology
WebRun opens Redtail Technology to pull current firm details. - Open Redtail Technology and pull current AUM, headcount, and any disciplinary or address changes on file
- Compare these against what was recorded at last year's annual update
- List every field that has changed
Done when Every change since the last annual update is listed.
-
2
SEC IAPD - check the filed status
adviserinfo.sec.gov
WebRun opens SEC IAPD to check the filed status. - Open SEC IAPD and pull your firm's current filed Form ADV details
- Check the on file annual update due date against today's date
- Note the number of days remaining until the deadline
Done when The current filed status and days to deadline are confirmed.
-
3
Slack - deliver the update checklist
slack.com How to Automate Slack
WebRun opens Slack to deliver the update checklist. - Post a checklist of every field that needs updating, with the days remaining until the deadline
- Flag the checklist as more urgent inside 30 days of the deadline
- Leave the actual filing to your compliance officer through IARD. WebRun never submits a filing
Done when Your compliance officer has a checked update checklist in Slack with time to file.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Will it file my Form ADV update for me?
No. WebRun only checks what has changed and drafts the update checklist. Filing is irreversible, so your compliance officer reviews it and submits through IARD.
How does it know what changed since last year?
It compares AUM, headcount, and other firm details on file in Redtail Technology today against what was on file at your last annual update, and lists every difference.
How much warning do I get before the deadline?
It checks every Monday and marks the checklist urgent once you are inside 30 days of the annual update deadline, so nothing sneaks up on you.
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