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SEC Marketing Rule · FINRA 2210

AI content your compliance team will actually approve.

Blog posts, social, email, and web copy with regulatory guardrails in the generation itself — every piece scored for compliance and prose quality before a client ever sees it.

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14 days free · no card required

The engine

Three layers between your content and a violation.

01

Generation with guardrails

Your firm's registration type, voice, and disclaimers shape the prompt itself. The rules ride along with every generation — not bolted on after.

02

Deterministic pattern checks

Regex-level screening for prohibited claims, performance promises, testimonials, and PII. Deterministic, so it catches what an AI reviewer might miss.

03

Independent AI review

A second model reviews every piece against SEC and FINRA criteria and scores prose quality across five dimensions. Disagreements surface, never disappear.

Workflow

Signup to approved content in three steps.

  1. 1.

    Set up your firm profile

    Registration type, services, audience, standard disclaimers. Compliance templates are pre-selected for RIA, broker-dealer, or hybrid firms.

  2. 2.

    Generate

    Pick a content type, give it a topic, and the engine writes inside your guardrails — then reviews its own output with a second model.

  3. 3.

    Review, approve, export

    Scores and flagged issues side by side with one-click fixes. Approve and export to markdown, HTML, or plain text.

Pricing

Plain pricing, priced for independents.

Every tier gets the full compliance engine. Pay for volume and seats, never for safety.

Starter

$49/month

For solo advisors trying compliant content for the first time

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  • 20 pieces per month
  • Blog, social, email, website
  • Full 3-layer compliance engine
  • Humanizer + quality scoring
  • Content library + export
  • 1 user · 1 voice profile

Basic

$99/month

For advisors publishing on a steady weekly schedule

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  • 50 pieces per month
  • Blog, social, email, website
  • Full 3-layer compliance engine
  • Humanizer + quality scoring
  • Content library + export
  • 1 user · 1 voice profile

Advanced

Recommended

$199/month

For growing firms that need volume and team access

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  • 200 pieces per month
  • Blog, social, email, website
  • Full 3-layer compliance engine
  • Humanizer + quality scoring
  • Content library + export
  • 5 team seats · 3 voice profiles
  • Priority support

For your examiner

Every piece leaves a paper trail.

Immutable audit log
Each generation records the rules applied, the scores produced, and every flagged issue — written before the content is returned, never editable after.
Versioned reviews
Edits are re-reviewed and versioned. The record shows what changed, who changed it, and how the scores moved.
Tenant isolation
Firm data is isolated per organization, end to end. PII screening keeps client identifiers out of generated copy.

Write like a publication.
File like a fiduciary.

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14 days free · no card required