RegEd Expands AI-Powered Advertising Review to Support SEC Compliance for Investment Advisers

New Products

Summary

RegEd expanded its AI Compliance Assistant, powered by Eddie, to support investment adviser advertising compliance under SEC Rule 206(4)-1. The update extends AI-driven review across both broker-dealer and investment adviser workflows, giving dual registrants a more consistent compliance process. RegEd also added coverage for additional SEC advertising and sales literature rules, including Rules 482, 156, and 34b-1. The company says the enhanced functionality is generally available now within its Advertising Review solution.

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Accounting and Taxes

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Compliance Management Software Education & Training Software Regulatory Change Management Software

Linked Companies

RegEd
$25M to $50M