A website fact-check for advisory firms
We read your public pages and report only what we can show you: what is there, what is missing, and where your site disagrees with your own filing. No opinions. Every finding links to its source.
What we check
Each check has one of three outcomes: confirmed, with the quote; not found on the pages we read; or flagged for a compliance reviewer. Nothing is graded on taste.
We find your firm in the SEC's adviser database and compare it with your site: the registered name, office, states of registration, and whether a Form CRS you filed is actually posted.
We confirm the standard disclosures are linked, and list every testimonial, ranking, performance, and guarantee phrase with the page it is on, ready for your compliance reviewer.
Thirteen facts a careful prospect looks for before calling. For each, either the sentence where your site says it, or a plain statement that we could not find it.
Measured from your HTML and robots.txt: which crawlers are allowed in, whether your text is readable without JavaScript, and which pages are missing titles or blocked from indexing.
What we left out, on purpose
No scores for voice, tone, or persuasiveness. Those are opinions, and software that grades them is guessing.
Nobody can tell you whether an assistant will cite your firm. We tell you whether it is allowed to read your site, which can be measured.
We show where regulated wording appears and what your public record says. Whether it complies is your compliance professional's call.
The fine print, up front
