AdvisorX AI on the GPT Store

Marketing Compliance Copilot for RIAs is an AI-powered bot that revolutionizes the way Registered Investment Advisers (RIAs) create and review marketing content. By leveraging advanced GPT technology, this intelligent assistant flags potential compliance issues and suggests revisions to ensure adherence to regulatory guidelines.

Trained on a comprehensive database of over 500 pages of marketing and advertising rules, as well as a vast array of flagged keywords, Marketing Compliance Copilot for RIAs offers a wide range of features to streamline the compliance process. From reviewing ads and marketing materials to providing guidance on brochure content, this bot acts as a reliable partner in maintaining regulatory compliance.

Marketing Compliance Copilot for RIAs is designed to cater to the specific needs of RIAs, compliance officers, and marketing professionals in the financial services industry. By offering real-time assistance and expert insights, this AI-driven tool empowers users to create compelling, compliant marketing content with confidence and ease.

A FINRA/SEC Compliant Writing Assistant for Wealth Advisors