Marketing for financial advisors that clears compliance first.
Website, content, social, and paid media, run for you and checked against FINRA Rule 2210 before your principal sees it.
$2,500 per month. Everything included. No free trial.
Flags
Flagged phrases and the rule behind each one appear here.
Built-in rules only. See the full rule library
FINRA Rule 2210
Real-time engine
SEC Marketing Rule 206(4)-1
Principal supervised
State blue sky
Auto-disclosed
BrokerCheck
Continuous monitoring
Audit trail
Append-only
Built for the rep, the principal, and the firm.
One record of every draft, every check, and every approval, shared by the three people who are responsible for it.
For the rep
Publish without waiting on an email thread.
Every draft is scored as you type, with the phrase and the rule that flagged it. Fix it yourself or take the suggested rewrite before it reaches your principal.
For the principal
Supervise from one queue.
Every supervised rep, their pending content, and their BrokerCheck status in one place. Approve, reject, or request changes. Every decision is timestamped and cannot be edited.
For the firm
Set the rules once.
Layer firm-specific rules over the standard FINRA and SEC checks, enforce brand and disclosure constraints across every rep site, and export an examination package in one click.
One plan. The whole marketing department.
$2,500/ month
Billed monthly in advance. 30-day notice to cancel. No free trial.
Broker-dealers and OSJs onboarding several reps get firm pricing by order form. For broker-dealers
| Area | What you get every month |
|---|---|
| Compliance | Engine for FINRA Rule 2210, SEC 206(4)-1, and state blue sky. Principal approval workflow, append-only audit log, examination export. |
| Website and landing pages | Your site on your own domain with auto-provisioned SSL, plus up to 20 custom landing pages every month. |
| Search | SEO, AEO, and GEO: rank in search, answer engines, and AI assistants. |
| Content | Blog posts and social posts written, compliance-reviewed, approved, and scheduled to your channels. |
| Decks and leads | Deck builder for proposals. CRM, email nurture sequences, and a booking calendar. |
| Paid media | Management included on up to $1,500 per month in media spend. Spend above that is managed at a 20% fee. |
| Campaigns | One complete campaign every month, with creative for every channel it runs on. |
| Support | Phone and live chat. |
- Compliance
- Engine for FINRA Rule 2210, SEC 206(4)-1, and state blue sky. Principal approval workflow, append-only audit log, examination export.
- Website and landing pages
- Your site on your own domain with auto-provisioned SSL, plus up to 20 custom landing pages every month.
- Search
- SEO, AEO, and GEO: rank in search, answer engines, and AI assistants.
- Content
- Blog posts and social posts written, compliance-reviewed, approved, and scheduled to your channels.
- Decks and leads
- Deck builder for proposals. CRM, email nurture sequences, and a booking calendar.
- Paid media
- Management included on up to $1,500 per month in media spend. Spend above that is managed at a 20% fee.
- Campaigns
- One complete campaign every month, with creative for every channel it runs on.
- Support
- Phone and live chat.
Live in days, with your principal in the loop from the first draft.
Onboarding verifies your registration before anything else. The rest follows your firm's supervisory procedures.
Verify your registration.
Enter your CRD. RepReady pulls your registration record from FINRA BrokerCheck and confirms it is active.
Configure your practice.
Select your services, licensed states, and ideal clients, then connect your firm. The compliance engine tunes its rules to your scope.
Launch your site and first campaign.
Pick a theme, route your initial content to your principal, and publish once it is approved. Your first campaign and landing pages follow in the first month.
Common questions
- Is RepReady FINRA approved?
- No platform is "FINRA approved." FINRA approves brokerage firms and individual reps, not vendor tools. RepReady is a technology tool that helps you create content compliant with FINRA Rule 2210, SEC Marketing Rule 206(4)-1, and your firm’s own supervisory procedures. Your firm and supervising principal still own the final approval.
- What happens if my content fails compliance?
- Failed content is held and routed to your principal’s queue with the specific rule violations highlighted. Your principal can approve, reject, or request changes. Nothing publishes until cleared.
- Can my compliance principal use the platform?
- Yes. Principals get a dedicated dashboard showing every supervised rep, the live approval queue, CRD alerts, and a one-click examination export.
- How does billing work?
- Pro is $2,500 per month, billed monthly in advance by card or ACH through Stripe. There is no free trial. Media spend (ad platforms, print and postage, outdoor, airtime) is separate and prepaid before the month it runs. Management of the first $1,500 per month in media spend is included; spend above that carries a 20% management fee. 30-day written notice to cancel.
- What does "one campaign per month" include?
- Strategy, audience, offer, and finished creative for every channel the campaign runs on: digital ads, landing pages, postcards, billboards, and broadcast audio or video. Every asset passes through the compliance engine and your principal before it goes out.
- Can I use my own domain?
- Yes. Connect any domain in your dashboard, add the DNS record we generate, and SSL provisions automatically.
- Do you support Spanish content?
- Yes. The compliance engine is rule-based, not model-language-dependent, so Spanish and other languages work today. AI suggestion generation is English-first; multilingual generation is on the roadmap.
- What data do you store, and how?
- Tenant data is row-level-secured in Postgres. Content snapshots are encrypted in flight and at rest. Compliance checks and audit logs are append-only and trigger-protected, so no one, including the service role, can update or delete them. SOC 2 Type 1 preparation is in progress.
Your site, content, and campaigns, under supervision, from one plan.
$2,500 per month. Registration verified at signup; your principal approves before anything publishes.