ADV & Form CRS PDFs That Meet Today’s Accessibility Requirements

Go Beyond Adobe. Meet Institutional Accessibility Standards.

Many intermediaries, wrap sponsors, and broker-dealers now require advisers on their platforms to deliver higher-level accessibility conformance, beyond what automated tools or Adobe remediation can achieve.


We Help Advisers Meet These Requirements

We convert existing ADV and Form CRS documents into fully accessible, audit-ready PDFs, aligned with advanced ADA, WCAG, and PDF/UA standards.


Why Adobe Isn’t Enough

Automated fixes often fail to address:

  • True document structure
  • Logical reading order
  • Complex tables and disclosures
  • Real-world screen reader behavior

Our process rebuilds accessibility from the structure up, ensuring documents are usable, defensible, and compliant.


Standards We Support

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

Need to update your ADV or Form CRS to meet platform accessibility standards?
Talk to us about remediation and conversion options.