$20/mo
Billed monthly. Cancel anytime.
1 seat · 15 scans per seat
For occasional pieces and a lean team
Start free trial- 15 scans per seat, each month
- 15 scans a month, pooled across your firm
- Built-in FINRA Rule 2210 and SEC Marketing Rule (Rule 206(4)-1) checks
- Firm knowledge base of approved disclosures
- Line-by-line redlines: keep, update, delete, add