Get your RIA

before the deadline.

RegSP Dash walks your firm through every Reg S-P requirement, surfaces your gaps, and produces a signed audit package in under one hour.

27-question self-assessment

Every mandatory Reg S-P control area. No ambiguity, no guessing about what's required.

17 plug-and-play templates

WISP, IRP, vendor agreements, training logs, destruction certificates. Ready to sign.

Instant gap analysis

See exactly which controls you're missing and which template closes each gap.

Exam-ready audit package

Branded PDF with CCO attestation page, structured for how SEC examiners review documentation.

Under one hour

Designed for a CCO to complete without outside counsel. Most firms finish in 45 minutes.

Secure and confidential

Your answers are encrypted at rest. We never share or sell firm data.