~ Akme means peak. We curate the climb.

Finance:
one CV, every format, every credential.


A living record of your finance career. Track every FINRA registration, CPA license, CFA charter, designation (CFP, ChFC, CAIA), CE credit, and engagement. Export to a firm-required bio, a regulatory disclosure summary, or a credentialed-services proposal. Get email alerts before every CE deadline.

7-day free trial. Cancel anytime during the trial and you are not charged.

~ The problem

You have four CVs. None of them agree.


  • The firm bio your compliance team approved last review. Two designations behind.
  • The CPA license renewal that quietly slipped past your CE deadline. No reminder set.
  • The expert-witness CV opposing counsel deposed you on. Out of date.
  • The proposal-ready capability summary your firm needs by Friday. Does not exist yet.

Every audience wants the same record in a different shape. MyAkme is the source of truth that produces all of them.

~ The system of record

One library. Every format. Zero re-keying.


One library

Every publication, license, certification, appointment, presentation, and accomplishment lives in one place. Edit once. Reflected everywhere.

Every format

Firm advisor bio, regulatory disclosure summary, credentialed-services proposal, expert-witness CV, modern PDF and DOCX.

Renewal alerts

Check the renewal-reminders box on each credential you want tracked. We email you 60, 30, and 7 days before the expiration date you entered.

~ Renewal alerts

The credentials that rarely give you a calendar invite.


Add any credential with an expiration date to your MyAkme library, check the renewal-reminders box, and we will email you 60, 30, and 7 days before the date you entered. Uncheck the box on any credential you do not want reminders for.

FINRA registration (Series 7, 65, 66, 24)CPA license + CE hoursCFA continuing educationCFP / ChFC / CAIA designationsState insurance licenseAICPA membership

~ Ready when you are

Start the trial. Curate the climb.


7-day free trial. Cancel anytime during the trial and you are not charged.