Crestline
Vault
SEC Books & Records · Advisers Act Rule 204-2
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Policy compliant
—
Legal holds
—
Destruction-eligible
—
next 12 months
Open exam items
—
Chain integrity
—
Register
0
Audit Trail
0
Communications Archive
0
Exam Readiness
0
⚲
All
Eligible soon
On hold
All categories
Document
Category / Rule
Created
Retention clock
Status
SHA-256
Size
Actions
Destruction runway
Records reaching end of retention
Counts by month, next 12 months. Records under legal hold are excluded until the hold is released.
Register composition
Immutable chained log
Every action is hash-chained to its predecessor
Verify chain
Export audit CSV
⚲
Clear
Readiness score
—
exam ready
Generate exam binder
Produces a formatted examiner-ready manifest covering the register, holds, chain status and checklist.
SEC examination checklist
Open items roll into the readiness score live