ADV & Form CRS Accessibility Remediation Services

Overview

Many existing Form ADV Part 2 and Form CRS PDFs were created before current accessibility standards and no longer meet platform or institutional requirements. In some instances, accessibility standards have increased, requiring formatting that goes beyond what Adobe can handle.

We help firms transform existing ADV and Form CRS documents into fully accessible, audit-ready PDFs aligned with advanced accessibility standards.

We work with documents in their current format, including PDF, Word, InDesign, and legacy files, and reformat them to meet today’s enhanced ADA and accessibility expectations.

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What We Do

Our services include:

• Structural remediation and semantic tagging
• Logical reading order correction
• Remediation of complex elements (tables, charts, footnotes, cross-references)
• Screen reader and assistive technology compatibility
• Formatting aligned with institutional accessibility requirements

This work addresses accessibility gaps that cannot be reliably resolved using Adobe tools alone.

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Standards Alignment

Our remediation process supports compliance with:

• ADA accessibility expectations
• WCAG 2.1 / 2.2
• PDF/UA-1

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Who This Is For

• Registered Investment Advisers
• Advisers using intermediary or wrap platforms
• Firms responding to broker-dealer or institutional accessibility mandates
• Compliance and operations teams updating legacy disclosures

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Deliverables

• Fully remediated ADV Part 2 and Form CRS PDFs
• Validation against applicable accessibility standards
• Optional documentation to support compliance reviews