Form ADV and Vault Integrations
Form ADVs can now be directly downloaded from the SEC via TextMine Agents or Vault's new integration page. When you click on Upload Document, there is a new option to use an integration.
You can then select which integration you would like to use.
Once selected, specify the companies you wish to download Form ADVs.
You will then have the option to validate which companies you wish to download.
Once selected, the download will start and the documents will eventually be processed by Vault
Legislate Folders and Tabular Data Views
Documents in Legislate can now be organised in folders and you can move documents between folders by selecting them.
We also offer a tabular view of the data within the platform. Simply switch to the grid view.
