ProTracker Software, Inc. 6 Merrill Dr Hampton, NH 03842 Phone: 603-926-8085 sales@protracker.com

The ProTracker Narrative ADV Part 2 Template is designed to rapidly facilitate the conversion of your firm's Form ADV Part II, to the new narrative Form ADV Part 2, also known as a "Firm Brochure".

The Narrative ADV Part 2 Template was developed from the stringent SEC Narrative ADV  Part 2 - Final Rule that advisors must implement by March 31, 2011.

The Narrative ADV Template provides the structure, format, and Table of Contents that the SEC and state regulators now require. The Template includes all of the required items:

• Cover Page
• Material Changes
• Table of Contents
• Advisory Business
• Fees and Compensation
• Performance-Based Fees
• Types of Clients
• Methods of Analysis, Investment Strategies and Risk of Loss
• Disciplinary Information
• Other Financial Industry Activities and Affiliations
• Code of Ethics, Participation or Interest in Client Transactions and Personal Trading
• Brokerage Practices
• Review of Accounts
• Client Referrals and Other Compensation
• Custody
• Investment Discretion
• Voting Client Securities
• Financial information
• Brochure Supplement (Part 2B)
  (the Brochure Supplement contains advisor biographies)

The Narrative ADV Template is a Microsoft Word document that will facilitate transferring your existing Form ADV Part II information into the new Narrative ADV format. The required Table of Contents is created by pushing one button!

The price of the Narrative ADV Part 2 Template is only $99.00.  Buy Now.