Spot risky marketing with rules you write or edit

For teams that give investment advice: set the rules your posts, emails, and ads must follow. See your exact rule beside its result, with suggested fixes for flagged wording. Starting rules are editable examples, not a legal checklist. Built-in checks for misleading claims and missing details also run. AI can miss problems; your reviewer makes the final call. Try the free sample below—no sign-up required.

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See your rules catch risky marketing — try it free

See what needs fixing and why: check a fictional post promising a “guaranteed 12% return” against the rules below. The starting rules are example firm policies, not a legal checklist. You choose which to keep, edit, or replace with your own—no sign-up required.

  1. Never use the word "guaranteed" in any marketing piece.
  2. Show every investment return after fees are deducted, alongside the comparison used to measure it.
  3. Never describe our firm or advisors as "top-ranked".

Counts as one marketing check. To edit the sample before checking it, choose “Review or edit firm rules first”, then Back.

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See the rule behind each finding
Write or edit your firm's rules in step 2. The starting rules are examples you can change or remove, not legal requirements. Findings about your firm's rules show the exact wording you supplied, the result, and a suggested fix when an issue is flagged. Alongside your rules, built-in checks look for misleading investment claims and missing details about client reviews, paid recommendations, and ratings. AI can miss problems; your reviewer makes the final call.
Paste at least a paragraph
How it works

Find marketing wording that breaks your firm’s rules

Step 01
Paste a post, email, or ad
Add your draft, choose where you’ll share it, and select who will read it. No draft ready? Try the sample above — no sign-up required.
Step 02
Set your firm’s non-negotiable rules
Review the starting rules, edit them, or write your own in plain English. A detected violation of any rule you declare blocks approval. Your rules are checked alongside investment-adviser marketing requirements.
Step 03
See what needs fixing and why
Each flagged issue identifies risky wording or missing information, names the rule involved, and suggests a fix. Review each issue and add a note explaining how you resolved it.
Step 04
Keep a record of your review
Copy a draft marked with the findings to send back to its writer. On the paid plan, download a PDF with the draft, rule-by-rule results, your notes, and your compliance reviewer’s sign-off.
Who this is built for

Check your firm's marketing without a full compliance team

For founders and compliance reviewers at small investment-advice firms: 1–15 people managing under $1 billion in client investments. Check posts, emails, and ads against the rules you declare and investment-adviser marketing requirements. See flagged wording and suggested fixes before you publish.

Built for teams handling their own marketing reviews, not firms looking for a full compliance management platform.
What one review looks like without this tool
  • →Open a checklist of investment-adviser marketing requirements
  • →Compare the draft with your firm's own marketing rules
  • →Write a review record and collect the compliance reviewer's sign-off
  • →Mark wording that needs changes and send it back to the writer
Your rules, flagged wording, and suggested fixes in one review.
FAQ

Before you check your first draft

Try your first marketing check

Spot wording that breaks your firm's rules before you publish

Try a draft or the sample above—no sign-up required. Choose your rules and see flagged wording with suggested fixes. Need more? The $49/month plan adds unlimited checks and firm rules, downloadable review records, saved reviews, and rule templates. Cancel anytime.

Check a draft or try the sample ↑See the pricing breakdown