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.
Skill setups start at $1,200 done-with-you or $2,000 done-for-you. Bigger builds are scoped and priced up front. 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.