For Financial Advisors & RIAs

Nothing publishes here
without your
approval.

Your compliance process governs every public communication, and it should. This is built as draft-and-approve from the ground up — and the measurement half works regardless of whether you ever publish a word.

Drafts only — never auto-publishesChatGPT + Gemini, labelledMeasurement works standalone

Free · no card · result in about 60 seconds

Live · 2 engines checked
scoutrival.com/scan · yourfirm.com Live
Prompt tested
 
ChatGPT
Cited 4 sources — two national directories and a media brand.
Web-grounded
Gemini
Recalled a national advisory brand.
Memory probe
0
AI-visibility 37/100 (±9). National directories answer all three questions. No local RIA is cited — and the measurement itself is useful to you whether or not you decide to publish anything in response.
Tomorrow’s brief · action #1

The diagnostic stands alone. Knowing where you are cited is valuable even in a firm where publishing takes six weeks of review.

See it in 84 seconds

The morning this replaces.

One brief, one action, one approved post — before your first appointment. No feature tour, just the loop.

1:24 runtime10 beats4K light themeVO included
01The problem

Compliance is not the obstacle. Pretending it is not there would be.

Every public communication needs principal review and multi-year retention. Any vendor promising you fast publishing either does not understand your obligations or is hoping you will not check.

Pre-approval
Required before anything is published.
This is why the vertical is demoted rather than led with. The speed that makes the content engine valuable elsewhere is structurally unavailable here.
Honest assessment · SEC marketing rule
Multi-year
Retention of all public communications.
Which means an approval trail matters more than throughput, and any workflow that bypasses it is unusable regardless of how good the output is.
Regulatory requirement · verify with your CCO
Directories
Own the advisor-search queries.
National matching services and media brands answer “find a fiduciary” questions. No individual firm is cited, which is both the problem and the opportunity.
Illustrative · scan pattern
Standalone
Value in the measurement alone.
Knowing where you stand is useful even if you never publish. That is the honest pitch for this vertical — the diagnostic, not the loop.
v3 reopen condition
02A day in the life
Illustrative scenario

A Wednesday at a fee-only RIA.

The measurement that was useful before anything was published.

1
Wednesday · Helena, managing principal

The firm has a marketing budget and a six-week compliance cycle. Every content idea dies somewhere in that gap, so the website has not changed in three years.

6-week review cycleSite unchanged 3 years
2
The gap

She has no idea whether the firm appears when someone asks AI for a fiduciary advisor in the city. Nobody has ever measured it, and no vendor has offered to.

Never measuredNo baseline
3
Friday · ScoutRival, day one

The scan scores the firm 37/100 and shows directories owning every query. That finding was useful immediately — before any decision about publishing was made.

60 seconds$0Diagnostic only
Two quarters later

Six pieces through compliance — slow, but six more than the previous three years. Every one drafted, reviewed by the CCO, approved and archived. The workflow matched the obligation instead of fighting it.

6 pieces approvedFull approval trailCCO comfortable
03How ScoutRival solves it

Three jobs this does — within your obligations.

The compliance constraint shapes all of this, and it should.

AI-Visibility check — standalone value

A measured score across two engines with a confidence band and share of voice against named competitors. This works entirely on its own — no publishing required, no compliance implication, useful the day you run it.

AI-Visibility check — standalone valuelive
“fee-only advisor {city}” directory cited
“how to choose a fiduciary” media brand
“{specialism} planning” named ✓
A baseline that requires no compliance review at all.
Setup 2 minNo publishing neededRe-check any day

Draft-and-approve by design

Nothing auto-publishes, ever. Content arrives as a draft, your CCO reviews it, you approve it, and it publishes to WordPress when you say so. The workflow matches your obligation rather than working around it.

Draft-and-approve by designlive
Draft generated, not published
CCO review your existing process
Publish only on approval
A pipeline your compliance officer can actually sign off.
Never auto-publishesApproval-gatedArchivable

SEO audit + content

A 31-point audit tells you what is technically wrong regardless of whether you publish anything new — and the content engine gives your compliance process something to review other than nothing.

SEO audit + contentlive
Answerable content 0 pages
AI access 71
Citability 33
Technical fixes need no compliance review at all.
Audit is compliance-neutralFix cards included

No — your review cycle governs

No. Drafting takes ninety seconds; your compliance review takes what it takes. We remove the blank page, not the obligation. Any vendor promising a regulated firm fast publishing has not read your rules.

No — your review cycle governslive
Drafting ~90 seconds
Compliance review your timeline
Net speed governed by you
Realistic expectations, set by someone who read the rules.
No speed promiseYour cycle governs
04The impact

Less time. Less spend. More found.

What a normal quarter looks like — realistically, for a regulated firm.

Your time, per quarter
~0 hr
given back on drafting — the review time is yours and unchanged
Drafting a compliant article ~6 hr under 1 min
Compliance review ~2 hr each unchanged — your process
Watching competitor positioning ~2 hr 0
Reading the morning brief ~5 min a day
Your stack, per month
4 → 1
four subscriptions and four logins become one seat
AI-visibility tracker $25–83 included
AI writing tool $39–99 included
Design tool for graphics $15–30 included
Competitor / social listening $99+ included
What actually moves
0
compliance-approved pieces in a quarter — against zero before
Prompts where you’re named unknown measured
Pieces through compliance 0 in 3 years 6 a quarter
Publishing speed your cycle unchanged — by design
Approval trail manual per-version history

Publishing speed is deliberately marked unchanged. Your compliance cycle governs it and nothing here bypasses that. ⚠️ Demoted in the v3 roster because that constraint disables the loop that drives value elsewhere.

05Your free scan

Run the measurement. It requires no compliance review.

No card, no call, and nothing is published. The diagnostic stands alone and is useful whether or not you ever act on it.

Scanning…2 engines
ChatGPT · grounded
Cited 4 sources — two national directories and a media brand.
not named
Competitor activity
Recalled a national advisory brand.
tracked
37

The full report lists every prompt you’re missing and the top 3 actions to fix it.

Get my full report →

Free · no credit card · this is a sample — your real scan runs live

01 Enter your site
02 We test your money prompts
03 You get the report — no call
06vs. what you use today

Three ways to approach this in a regulated firm.

A compliance-trained agency, a stack of tools, or one seat. Including the two things we don’t do.

Option A

Marketing agency

$3,000–10,000 / month
  • Rarely measures AI visibility
  • Competitor watch not in scope
  • Direction on a monthly call
  • Writes content — in 2–4 weeks
  • Manages reviews and posting
  • You own the content — check the contract
Real expertise, real cost. You wait on someone else’s calendar, and the knowledge leaves when they do.
Option B

Four separate tools

~$180–290 / month
  • Tracks AI visibility
  • Listening is enterprise-priced
  • You interpret all of the data
  • Generic content unless you prompt well
  • Four logins, none share context
  • You own everything you make
Cheaper than an agency — but you become the integration layer, and that’s the job you didn’t want.
Built for a business like yours Option C

ScoutRival

One seat · see pricing →
  • Two engines, labelled — re-check any day
  • Nine channels + founder-level tracking
  • A daily brief with one clear action
  • Content in your voice, drafted in ~90 seconds
  • Branded graphics + one-click WordPress
  • Yours forever — export anytime
  • Doesn’t speed up compliance review — your cycle governs publishing
  • Doesn’t archive communications for you — use your existing system
The last two are deliberate. We’d rather you knew now than found out in month two — everything else is in one seat.
Run my free scan

These are the honest reasons this vertical is demoted. The product’s core advantage elsewhere is speed from idea to published, and in a regulated firm that path runs through review regardless of how fast the drafting is.

07What owners tell us

Built for the firm where nothing goes out unreviewed.

Measurement first, publishing second — in the words of the firms that started there.

08The math

One client relationship covers years.

Drag to your reality: how many prospects a month find a directory instead of you?

Prospects you’re losing / month3
151015
Cost of staying invisible / yr
At roughly $8,000 — conservative annual fee on a mid-size advisory relationship.
vs
ScoutRival / yr
$1,068
Visibility, competitor intel, content and publishing — less than what you’re losing.

Fee values vary by AUM and model — use your own. Full plan details on the See the pricing page →

09FAQ

Everything owners ask before they start.

How does this work with our compliance obligations?
Nothing auto-publishes, ever. Content arrives as a draft, goes through your existing review, and publishes only when you approve it. Version history gives you a per-draft trail. And the measurement half — which is most of the value here — requires no review at all, because nothing is being communicated publicly.
Will it make our publishing faster?
No, and any vendor telling a regulated firm otherwise has not read your rules. Drafting takes ninety seconds; your review takes what it takes. What changes is that your compliance officer has something to review instead of a blank page — which for most firms is the actual bottleneck.
Which AI engines do you check, and how?
Two, and we label which is which. ChatGPT runs web-grounded, so it cites live sources and we show you those citations. Gemini runs as a memory probe — what the model already believes about your market, without citations. They’re deliberately different signals, and reading them together tells you more than a single number would.
Is the score something I can trust and act on?
Yes — because we show you the working. You get a weighted 0–100 score with a confidence band, share of voice against the competitors you actually have, and the receipts behind every answer. AI answers shift between runs, so we show the band rather than a false-precision ranking — and you can re-check any day to watch it move.
I already pay an agency. Does this replace them?
It can, and plenty of owners use it that way. But the sharper move is to ask your agency what your AI-visibility score is. If they have an answer, keep them — you have a good agency. If they don’t, you’ve found the gap, and one seat gives you an independent instrument to measure their work every month for a fraction of the retainer.
What does one seat actually include?
AI-visibility tracking across both engines, nine-channel competitor monitoring with founder-level LinkedIn, the daily brief, content generation in your voice, branded graphics from a 330-design library, long-form articles with one-click WordPress publishing, a 31-point site audit, and Google Search Console plus Bing traffic. On Pro and Agency you can connect your own AI key and generate at zero credit cost. [See the full comparison →](/pricing)
How soon will I show up in AI?
Honestly: it compounds, and nobody can promise a date. Publishing the content that answers your buyers’ questions is what earns citations over the following weeks. What you get on day one is the measurement — exactly which prompts you’re missing and the actions most likely to change it. Anyone promising an overnight “#1 in ChatGPT” is guessing.
What if it isn’t right for us?
Start free — no card, and the scan costs nothing. Paid plans carry a 14-day money-back guarantee, you can cancel anytime with no lock-in, and everything you generate exports as HTML, Markdown, PDF or plain text. What you create is yours whether you stay or not. The honest scope: your compliance cycle governs publishing speed and nothing here changes that. We remove the blank page, not the obligation.
Two minutes, no card

Run the measurement. Nothing gets published.

Then decide. The scan is free, the report is yours, and nobody calls you.

Brief to SlackTelegramDiscordWordPress draftsExport anytime
Partner programme

Your audience are advisory firms. Send them something useful.

If you consult for RIAs, run a practice-management community, or serve advisory firms, ScoutRival pays recurring commission on every firm you refer — for as long as they stay.

  • Recurring commission, not one-off. You earn every month they stay, not just on the first payment.
  • Your rate is set on fit. Reviewed individually on your audience and authority — not a flat rate everyone gets.
  • A link that does the work. Send this page. The free scan gives them a specific finding in about a minute — no demo call to book.
  • Nothing you have to defend. Two engines, labelled. No invented rankings. We say what the product doesn’t do, so you’re never the one over-promising.
  • A 30-day attribution window and a partner dashboard showing clicks, signups and earnings.

How it works

1
Apply in about two minutes
Tell us who your audience is. No traffic minimum.
2
We review it by hand
Every application is read by a person. Rate set on audience fit, not a tier table.
3
You get a link and your rate
Share this page, the free scan, or your own write-up. Tracked for 30 days.
4
You earn every month they stay
Commission clears after a 45-day hold, $50 minimum payout, visible in your dashboard.
Recurring
not one-off
30 days
attribution window
Per-partner
rate set on fit