DisclosureTrack by Predictive

What is DisclosureTrack?

DisclosureTrack is the fastest, easiest, and most cost effective way to monitor and review your asset managers' Form ADV changes.

Asset Manager Profiles

DisclosureTrack provides provides one-click access to 1,800 operational data points for 22,000 asset managers, including contact info, fund names, vendors, service providers, control persons, and regulatory actions.

Profile

Email Alerts

DisclosureTrack emails you within minutes of detecting a new filing for any asset manager you choose to follow.

Change Summaries

DisclosureTrack reads every new Form ADV filing and summarizes changes between filings on a page you can review in under a minute.

Change view

One-Click Exports

Export over 1,800 reference data points for any asset manager you follow, including change summaries, all in CSV or Excel format.

DisclosureTrack Features

No Onboarding Required

Start in less than 30 seconds.

Zero Setup

Add Current Advisers
Add New Advisers
Enable Email Alerts

Access Anywhere

Web-Based
No Software to Install
Works on Phones and Tablets

Set It & Forget It

Background Update Monitoring
Emailed Change Summaries
No Login Required

Secure & Compliant

Data encryption and audit logging included.

Compliant Data

Directly from Regulators
Structured by Item
Error & Change Tracking

Bank-Level Security

256-Bit Encryption
Single-User Account
Secure Exports

Audit Logging

Activity Logs
Change Reports
Red Flags

Beyond Diligence

New and innovative uses discovered by our subscribers.

Lead Sourcing

Find New Advisers
Identify Liquidations
Discover Opportunities

Conferences and Meetings

Find Contact Information
Prep for Meetings
Network Better

Benchmarking

Track Your Competitors
Monitor AUM & Client Growth
Compare Operational Leverage

Save over 100 hours this year.
Get started for free in under 30 seconds.

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