For fee-only RIAs
Advisors shouldn't spend their week writing social posts - and they shouldn't have to choose between producing content and staying inside the Marketing Rule. We build the pipeline that does both.
End-to-end drafting with a human-in-the-loop approval gate and Marketing Rule guardrails baked in - not bolted on.
Trained on your existing approved material so the output sounds like your firm, not like a chatbot.
Every piece logged, reviewed, and timestamped. Your CCO stays in the loop; the record stays defensible.
Email and follow-up sequences scoped to what a fee-only fiduciary can actually say.
Wealth Management
A fee-only RIA needed compliant content at scale - advisors were spending hours per week on social, email, and blog output.
Built an end-to-end AI content pipeline with human-in-the-loop approval and SEC Marketing Rule guardrails baked in.
Roughly 80% reduction in advisor time spent producing compliant social, email, and blog content - with a full review-and-approval trail preserved.
We don't name clients. These are anonymized but completely real.
This is workflow tooling, not a replacement for your CCO. The human reviewer and required sign-off stay exactly where the rules put them - we just remove the manual grind around them.
Typical engagements run $5K–$45K, scoped to the work that makes sense. The Mini Assessment is free and yours to keep.
How fee-only firms are using AI for content and ops without tripping the Marketing Rule. No email wall.