Compliant · Financial — for independent RIAs & advisors

Record once. Publish everywhere. Compliance built in.

Upload one podcast episode or video. Compliant returns a full week of content in your voice — LinkedIn posts, an X thread, your newsletter, show notes, and captioned clips — every asset pre-screened against FINRA 2210 and the SEC Marketing Rule before it reaches your compliance officer.

14 assets per recording · rule packs: FINRA/SEC (US) · ASIC RG 234 (AU) · FCA COBS 4 (UK)

3%

of advisors have acquired clients through YouTube. Everyone else is invisible where your prospects are searching.

Broadridge advisor survey

$3,119 $210

What one firm cut its client-acquisition cost to after committing to consistent video content.

Kitces Research CAC benchmark vs. reported result

$500–2,000/mo

What repurposing agencies charge for what Compliant delivers in minutes — without the compliance screen.

Published agency pricing

The compliance ledger

The reason this isn't just another clip tool.

Generic repurposing tools will happily write “guaranteed returns” into your LinkedIn post. Compliant screens every asset against your jurisdiction's ruleset — FINRA 2210/SEC Marketing Rule in the US, ASIC RG 234 and the Corporations Act in Australia (including s923A restricted terms), FCA COBS 4 and the Consumer Duty in the UK — and tells you exactly what to fix. Watch it work:

COMPLIANCE LEDGER — LIVE SCREENRULESET: FINRA 2210 / SEC 206(4)-1

Draft — LinkedIn post

Our clients never lose money in downturns — that's why we're the #1 advisory firm in the state. Our model returned 14.2% last year. Book a free portfolio review this week.

Findings

BLOCK“never lose money” — promissory claim, FINRA 2210(d)(1)(B).
Fix: state that all investing involves risk of loss.
WARN“#1 advisory firm” — unsubstantiated superlative.
Fix: replace with verifiable credentials.
WARN“returned 14.2%” — performance claim requires net-of-fees + periods.
Fix: add required presentation or remove.
WARN“free portfolio review” — conditional-offer rule.
Fix: “complimentary, no-obligation”.
REQUIRES REVISION + 2 disclosures auto-appended

Pricing — start free today

Priced against your agency invoice,
not against clip tools.

Repurposing agencies charge $500–$2,000 a month and still don't screen for compliance. Try the whole engine free — no card — and go Pro when you're publishing every week.

FREE

$0 forever

  • 2 recordings / month
  • Every text asset — posts, thread, newsletter, notes, quote cards
  • Full compliance ledger + disclosures
  • Written briefs when you have no recording
  • Voice profile tuning
Start free — no card

THE MATH · One new client for a typical advisory relationship is worth $3,000–$10,000+ in annual fees. If consistent publishing wins you one client a year, Compliant pays for itself roughly 10× over. That's the same ROI logic you'd show your own clients.

Questions advisors ask

The fine print, up front.

Does this replace my compliance officer?

No — and it never claims to. Compliant is a pre-screen: it catches promissory language, performance-claim issues, testimonials, and superlatives before content reaches principal review, and appends the standard disclosures. Your CCO reviews clean drafts instead of raw AI output. Every export is labeled as requiring principal review.

Will it sound like me, or like AI?

You paste two or three of your past posts into your voice profile. Compliant matches your phrasing, energy, and vocabulary from those samples plus the transcript itself — the words are yours to begin with; it's your recording.

What do I need to record?

Whatever you already make: a podcast episode, a client webinar, a YouTube video, even a voice memo of you answering one client question for ten minutes. Audio or video up to 500 MB.

I'm under a broker-dealer. Can I use this?

Yes — Compliant's output goes into your firm's normal review workflow. Nothing publishes automatically. If your BD requires pre-approval through a specific system, you submit the drafts there as usual, just far less mangled than raw AI drafts.

I'm in Australia or the UK — does this work for me?

Yes. Compliant ships with three rule packs: FINRA 2210 / SEC Marketing Rule for US advisors, ASIC RG 234 / Corporations Act for Australian advisers (including the s923A restricted-terms check most tools miss), and FCA COBS 4 / Consumer Duty for UK advisers. Pick your jurisdiction once in your profile — content generation, screening, and the auto-appended disclosures (general advice warning, capital-at-risk, and so on) all follow it. Checkout is in your local currency.

What exactly is in the free plan?

The real engine, not a demo: 2 recordings a month through the full pipeline — transcription, your voice profile, every text asset, and the complete compliance screen with disclosures. Written briefs work too. Pro adds unlimited recordings, rendered captioned clips, and priority processing. No card required to start.

Free to start — no card

Your next client is searching right now.
Publish like it.

Record one episode this week. Compliant turns it into the marketing you've been meaning to do all year.

Start free — upgrade when ready