Get found in ChatGPT, Gemini, and Google — without compliance risk. Choose the plan that fits your firm.
Yes. SEO, AI search optimization, and reputation management are marketing services, not financial advice. We optimize content for search engines — the same way every industry does. The difference is we build compliance checkpoints into the process.
Your firm's compliance officer reviews and approves all public-facing content before it goes live. We generate the drafts; you clear them. We don't publish anything without sign-off.
Yes, but with restrictions under SEC Rule 206(4)-1. We structure testimonial usage to comply — proper disclosures, no cherry-picking, and context about results. Most of your competitors aren't using them at all, so even compliant testimonials give you an edge.
Every piece of content we produce is archived with timestamps and version history. We provide full documentation for your compliance records (FINRA 17a-4 compliant). If there's ever a question, you have the paper trail.
No single advisor? The firm's CCO (Chief Compliance Officer) handles this for all advisors under their registration. If you're an independent RIA, we work with your outsourced compliance provider. We've done this before.
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