Plans

Start with Team annual review.

The default plan is Team with annual billing at 50% off. It includes unlimited reviews, content archive, multi-platform support, and reviewer-ready evidence.

Pricing

Team annual is selected by default.

Annual billing is 50% off. Checkout opens in a centered NOWPayments window while this page stays available behind it.

Solo

For an independent advisor who wants a second pass before posting.

$50/mo

$594 billed yearly. Save 50%.

1 advisor100 reviews / month

AI pre-review scoring
FINRA Rule 2210 and SEC rule references
Risk language highlights
Suggested compliant rewrites
3-year content archive

Recommended

Team

For advisory teams that need repeatable pre-approval and archiving.

$150/mo

$1,794 billed yearly. Save 50%.

5 advisorsUnlimited reviews

Everything in Solo
Unlimited reviews and archives
Multi-platform workflows
Disclaimer insertion suggestions
Reviewer-ready audit trail

Firm

For firms with centralized compliance teams and API needs.

$350/mo

$4,194 billed yearly. Save 50%.

25 advisorsReports + API

Everything in Team
Compliance report exports
API access for content systems
Advisor policy templates
Priority onboarding support

What happens after checkout?

After payment, onboarding starts with workspace setup, reviewer roles, archive policy, disclosure templates, and the first advisor content queue.

Review policy example

required_checks:
  - FINRA Rule 2210 risk language
  - SEC marketing testimonial context
  - risk-balanced performance wording
  - disclaimer placement
archive:
  retention: 3 years
  evidence: draft, final, reviewer, first-use date