Articles in your voice. Cleared for publication.
A recorded conversation captures how you actually talk to clients. We turn it into search-optimized articles linked to your services and pre-screened against FINRA, SEC, and your broker-dealer’s rules — before they ever reach your compliance officer.
A 40-minute conversation produces a year of cleared content.
Most content tools start with a blank prompt. We start with a guided interview that captures the way you actually talk to clients. Everything downstream — every article, every link, every compliance check — follows from that.
Stage one
Voice-recorded discovery
A guided 40-minute conversation. We listen for who you serve, how you serve them, and how you talk about it.
Stage two
Brand and voice, separated
Who you are stays steady. How you write can be tuned. Two artifacts you control independently.
Stage three
Articles linked to your services
Each article points back to the specific pages on your site that convert visitors into prospects.
Stage four
Two-pass compliance screen
FINRA Rule 2210 and SEC Marketing Rule baseline, with your broker-dealer’s overlay layered on top.
A real article. With your byline. Cleared.
Not a templated blog post shared with 400 other advisors. Not a generic AI summary. An article a careful reader would believe came from you — because in voice, identity, and service relevance, it did.
The article on the right was generated from a voice-recorded discovery call, linked to a real Roth conversion service page, and pre-screened against FINRA Rule 2210 and the firm’s broker-dealer overlay before being routed to a compliance officer for review.
Why a Roth conversion in a down-market year may be the move you’ve been waiting for
Most of my clients hear “down market” and think problem. I get it. The statements look worse, the news sounds worse, and the temptation is to do nothing until things settle.
But there’s a planning move that actually gets better when account values fall, and I want to walk through it with you. It’s called a Roth conversion, and the timing window we’re in right now is the kind of window that doesn’t come along every year…
Built for the people the regulator is going to ask about.
Most AI writing tools were built for marketers selling SaaS. Inktrust was built for a regulated professional whose name appears at the top of the article. That changes everything underneath.
01
Brand and voice, kept separate
Most systems collapse brand and voice into one prompt. We capture them as two independent artifacts. Your firm’s positioning doesn’t change with every article. Your tone of voice can be tuned without rewriting your whole identity.
02
Articles linked to your services, not generic categories
Every article resolves internal links against your real service pages — Roth conversions, retirement income planning, tax-loss harvesting — not a generic “Learn more” sent to a wikipedia entry. SEO and conversion in the same move.
03
Two-pass compliance pre-screen
FINRA Rule 2210 and SEC Marketing Rule run as a baseline. Your broker-dealer’s overlay rules — performance language, suitability claims, testimonial restrictions — run on top. Articles arrive at your compliance officer pre-flagged, not unreviewed.
04
Audit trail by design
Every artifact, every approval, every override is preserved. Brand profile, voice spec, generated articles, compliance flags, reviewer comments — all stored as a readable audit trail compatible with SEC Rule 17a-4 retention.
What founding members get
A working seat in the design of the platform — not a beta, not a discount, a real partnership during a stage that will only happen once.
- Setup fee waived ($1,000 value)
- Direct line to the founders for product feedback
- Custom broker-dealer overlay built with your compliance officer
- Founding member rate locked for the life of your account
- Public attribution as a founding firm — if you want it
8 firms have joined the founding cohort. The setup-fee waiver ends when the 25th seat is filled.
for advisors
served
member
WealthManagement.com
Template libraries and generic AI writers
FMG Suite, Snappy Kraken, ChatGPT, generic blog tools
- —Same article shared with 200–400 other advisors
- —No persistent voice or brand identity
- —Generic “Learn more” links that don't convert
- —No FINRA or SEC pre-screening before publish
- —No broker-dealer overlay support
- —No audit trail of what changed and why
Inktrust
Built for regulated professionals from day one
- +Articles produced from your captured voice
- +Brand and voice as persistent, revisable artifacts
- +Internal links resolved against your real services
- +Two-pass FINRA and SEC compliance pre-screen
- +Broker-dealer rule overlays you control
- +Full audit trail for Rule 17a-4 retention
Most advisors don't need a content platform.
They need someone to listen carefully and write it down.
Book a 30-minute discovery call. We’ll record a sample interview, generate an article in your voice, and run it through the compliance pre-screen — before you decide anything.