The compliance-first website platform for financial advisors.

FINRA-compliant websites, AI-powered content, and complete supervisory tools — built for registered reps.

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14-day free trial · no credit card required

PASS

Real-time score

Built around the rules that supervise you

FINRA Rule 2210real-time engine

SEC Marketing Rule 206(4)-1principal supervised

State blue skyauto-disclosed

BrokerCheckcontinuous monitoring

Audit trailappend-only

Built for the rep, the principal, and the firm

Three problems. One platform.

Every word, compliance-checked

FINRA Rule 2210, SEC Marketing Rule 206(4)-1, state blue sky, and your firm\u2019s custom rules. Real-time scoring as you type. AI-powered compliant rewrites in one click.

Your practice, professionally presented

Beautiful FINRA-disclosed websites. AI-generated social posts, emails, and proposals. Your custom domain. Lead capture with auto-routing.

Built for your BD too

Principal dashboard with every supervised rep. Pre-publication approval workflow. Append-only audit log. One-click FINRA examination export.

How it works

Live in minutes, not months.

Verify your registration

Enter your CRD. RepReady pulls your registration history from FINRA BrokerCheck and confirms you\u2019re cleared to trade.

Configure your practice

Select your services, licensed states, ideal-client segments, and connect your firm. The compliance engine auto-tunes to your scope.

Launch in minutes

Pick a theme, generate your initial content with AI, and publish. Your subdomain works instantly. Custom domain takes 10 minutes.

Live · FINRA 2210 engine

Paste anything.Catch every violation in 400ms.

Ad copy. A LinkedIn draft. An email to a prospect. Our engine scores every sentence against the same rules your principal enforces — and tells you exactly how to fix each flag, before anyone else sees it.

Editor

Start typing

Live compliance scoring will appear here.

Pricing

Pick the plan that fits your practice.

One package, everything included. Built for advisors who want a fully-managed digital presence.

PROFESSIONAL

Pro

$5,000/mo

One package, everything included. Compliance engine, AI content, principal supervision, custom domain, all themes, and up to $5,000/month in digital ad management. Additional ad spend at 20%.

Compliance engine and audit trail
AI content tools, unlimited use
Up to $5,000/mo ad management included
Additional ad spend at 20% management fee
Custom domain and all 6 themes
Principal supervisory workflow
Phone and live chat support

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FIRM

Firm

Custom

For broker-dealers, OSJs, and RIAs onboarding multiple reps. Firm Admin Console, SSO, custom compliance rules, white-label, dedicated success contact.

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FAQ

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 marked PENDING_APPROVAL 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 access the platform?: Yes. Principals get a dedicated dashboard showing every supervised rep, the live approval queue, CRD alerts, and a one-click examination export packaged exactly the way regulators expect.
How does the free trial work?: Pick any plan, start a 14-day trial. No credit card required up front. We collect billing details on day 14 if you continue. Cancellation terms vary by plan and are spelled out in your subscription agreement.
Can I use my own domain?: Yes. The Pro plan includes custom domain support. Connect any domain in your dashboard, paste the DNS record we generate, and SSL provisions automatically within minutes.
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 currently English-first; multilingual generation is on the roadmap.
How does broker-dealer supervision work?: Your firm sets the rules — pre-publication approval required, post-publication review, or rules-only enforcement. Principals see every rep’s pending content, approval history is immutable, and the examination export packages everything FINRA wants in a single ZIP.
What data do you store?: Tenant data is row-level-secured per Supabase RLS policies. Content snapshots are encrypted in flight and at rest. Compliance checks and audit logs are append-only and trigger-protected — no one (including service_role) can update or delete them. SOC2 Type 1 prep is in progress.

Ready to launch your compliant digital presence?

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