The check, the trust page and the training, in your firm's name. A new recurring service line for the clients you already serve.
No card, no commitment. An application, not a purchase.
The 2 August 2026 deadline has passed, and every client you serve already uses AI somewhere. When they worry about it, they turn to the advisor they already trust — you. Be ready with an answer in your own name, not a referral to someone else.
Your clients get a real, always-current compliance record — presented in your firm's name. We do the work behind your logo; you own the relationship.
A public "AI transparency" page and an embeddable badge for each client, kept current as the law and their AI stack change — under your brand.
A recurring, tangible deliverable that applies to every client — offered as your own service tier.
A dated diligence record for each client's file, produced from a short structured check.
Captures the internal AI a website scan can't see, so your client picture is complete.
A one-off PDF is stale the moment it exports and your client owns it forever. A hosted, living record is different — and better for you.
Refer or onboard a client you already serve. Early partners are hand-onboarded by us, personally.
We run the scan, build the branded trust page and badge, and keep them current — behind your logo.
You bill your client a monthly fee and own the relationship. We support you the whole way.
Every trust page carries the same "inference, not legal advice" note we use ourselves. Reselling our service doesn't transfer legal liability to you, and it isn't a guarantee against fines — it's a diligence record you and your client can stand behind.
Tell us about your firm. No card, no commitment — we'll be in touch to set up your first client.