Trusted by compliance-focused RIA firms
Three AI Agents. One Goal.
Our specialized AI agents work together to maximize your outreach while maintaining perfect compliance.
Scout
AI-powered lead scoring that analyzes fit, intent signals, and financial compatibility to prioritize your best prospects.
- Fit score analysis
- Intent signal detection
- Priority ranking
Beacon
Generates personalized, compliant email drafts that resonate with each prospect while avoiding regulatory pitfalls.
- Personalized messaging
- Compliance pre-check
- A/B testing ready
Shield
Final compliance review that scans every message for prohibited terms, missing disclosures, and regulatory red flags.
- SEC rule compliance
- FINRA advertising rules
- Audit trail logging
How It Works
From prospect import to compliant outreach in four simple steps.
Import Leads
Upload your prospect list or connect your CRM for automatic sync.
AI Scoring
Scout analyzes each prospect for fit, intent, and compliance risk.
Generate Drafts
Beacon creates personalized emails tailored to each prospect.
Review & Send
Shield checks compliance, you approve, and emails are sent.
Compliance Rate
Response Rate Increase
RIA Firms
AUM Influenced
Simple, Transparent Pricing
Start with a 14-day free trial. No credit card required.
Starter
For solo advisors
- 500 prospects/month
- All 3 AI agents
- Gmail integration
- Basic compliance rules
Professional
For growing teams
- 2,500 prospects/month
- Up to 5 team members
- Custom compliance rules
- Priority support
Enterprise
For large firms
- Unlimited prospects
- Unlimited team members
- SSO & advanced security
- Dedicated success manager