Convergence RFQ™
(Regulatory Filing Quality)
is a new technology that tests, scores, and benchmarks
the accuracy, consistency, frequency, readability,
understandability, and quality of disclosures in
your Form ADV 1A.
It leverages structured data and interrogates with AI-driven
tools and techniques. You can obtain your score here.
is a new technology that tests, scores, and
benchmarks the accuracy, consistency, frequency, readability, understandability, and quality of
disclosures in your Form ADV 1A.
It leverages structured data and interrogates
with AI-driven tools and techniques.
You can obtain your score here.
See How Your ADV
Measures Up With Your
Custom Convergence
RFQ™ Report
Step 1:
Select Your Adviser
Step 2:
Select the Desired Adviser From Below
| CRD | Legal Name | DBA NAME | MANAGER NAME |
|---|
| CRD | Legal Name | DBA NAME | MANAGER NAME |
|---|
$750
ADD TO CART
As soon as your payment has been verified,
you’ll receive an email within 24 hours.
The SEC Form ADV Warning:
"Complete this form truthfully. False statements or omissions may result in denial of your application, revocation of your resignation, or criminal prosecution. You must keep this form updated by filing periodic amendments."
SEE EXAMPLE QUALITY ISSUES BELOW
Convergence RFQ™ Market Insights
Form ADV - Fiscal Year Ended 2022
Advisers with quality issues should look at their Form ADV 1A filing quality.
DO YOU KNOW WHAT YOUR FILING QUALITY IS?
"We were able to use the insights we got from Convergence RFQ™ to make our Part 2A disclosures simpler and clearer. Every CCO in the industry should take a look at their Form ADV filing quality."
CCO - $7bn Asset Manager
CCO - $7bn Asset Manager
Have customized needs?
Get in touch with Phil Joyce: