Five stages.
One byline.
Inktrust is a structured pipeline, not a chat prompt. Each stage produces an artifact you control: a brand profile, a voice spec, a service graph, an editorial calendar, an article, a compliance review, an audit trail. Here’s what each one actually does.
A 40-minute conversation. The only one you'll ever do.
Most content tools start with a blank prompt. Inktrust starts with a guided interview. Forty minutes, one time, recorded. We listen for the things that distinguish how you actually talk to clients from how a generic AI thinks an advisor talks.
The recording is processed into two structured artifacts — a brand profile and a voice specification — that everything downstream depends on. You can revise both anytime; you don’t have to do another interview.
- Your client niche and how you describe them in your own words
- The objections you hear most often and how you respond
- The metaphors, examples, and stories you reach for repeatedly
- The credentials and approach that make your firm different
- The compliance lines you've already learned the hard way
INTERVIEWER (00:14:22): Walk me through how you explain a Roth conversion to a client who’s never heard of one.
JM (00:14:28): I usually start by asking them what they think about taxes going up…
Two artifacts. Different jobs. Independently revisable.
Most tools collapse “brand” and “voice” into one prompt. They’re not the same thing. Brand is who you are — your firm, your niche, your designations, your custodian, your disclosed conflicts. Voice is how you write — your sentence rhythm, your vocabulary, the metaphors you reach for, your point of view.
Inktrust stores them as two separate, versioned artifacts. You can refine your voice over time as your style evolves without rewriting your firm identity. You can update your brand when you change BDs without losing the voice profile you spent months building.
Modifying either artifact triggers a flag — never a silent rewrite — on downstream articles whose underlying premises shifted. You see what changed and decide whether to regenerate.
Internal links that go where they should.
Generic AI writers produce articles with “Learn more” links pointing at Wikipedia, Investopedia, or nothing at all. The article ranks on a topic — and then sends visitors away from your site at the moment of intent. Inktrust resolves every internal link against your actual service catalog.
During onboarding, we index the service pages on your site as a structured graph. When an article mentions Roth conversions, the link points to your Roth conversion service page. SEO and conversion in the same move.
- Service pages indexed and tagged during onboarding
- Per-article link resolution against your real URL structure
- Anchor text varied to avoid over-optimization signals
- Calls-to-action linked to the right landing page automatically
- Updates to your service pages flagged for article regeneration
A calendar you approve, then articles that follow it.
At the start of each month, inktrust proposes an editorial calendar based on your service catalog, the current time of year, and topics you haven’t covered recently. You approve, swap, or add. Articles generate from the calendar — not from a blank prompt.
Each article uses your captured voice, links to your real service pages, and includes a featured image generated to match the brand profile. Article length, structure, and SEO targeting are all controlled by your settings, not by a generic template.
- Monthly calendar proposed automatically, advisor-approved
- 1,200–2,000 word articles by default, configurable
- Featured image generation per article
- Voice-matched first-draft, not generic AI prose
- Multiple drafts and revision history preserved
Pre-flagged drafts. Override with reason. Logged for retention.
Before any article reaches your compliance officer, it runs through two passes. The first pass checks against the FINRA Rule 2210 baseline and SEC Marketing Rule (206(4)-1) — performance language, predictive claims, prohibited testimonials, suitability statements. The second pass runs your broker-dealer’s overlay rules.
Articles arrive at human review pre-flagged with the rule citation, the offending phrase, and a suggested rewrite. You override or accept each flag with a short justification. Both the original and the resolution are preserved in the audit trail.
Every artifact, every change, every approval. Preserved.
SEC Rule 17a-4 requires firms to retain communications and the systems that produce them in a non-rewritable, non-erasable format for a defined period. Most content tools weren’t built for this. Inktrust was.
Every artifact in the pipeline — brand profile, voice spec, service graph, generated article, compliance flags, override justifications, reviewer comments, publish event — is preserved as an immutable, time-stamped record. Exportable on demand for examination, audit, or vendor due diligence.
- Immutable artifact storage with time-stamped revision history
- Full text of every flag, suggestion, override, and justification
- Reviewer identity preserved for chain-of-custody
- Export to CSV or PDF for audit or examination requests
- Retention configurable to your firm's record-keeping policy
A 30-minute discovery call shows the pipeline running on your firm.
We record a 10-minute interview, generate a sample article in your voice, and run it through the compliance pre-screen — before you decide anything.