New Wealthtender feature powered by Hadrius employs artificial intelligence (AI) to scan online reviews for potential SEC Marketing Rule violations.

As more wealth management firms begin collecting online reviews and promoting testimonials to grow their business, Wealthtender has teamed up with Hadrius to launch Testimonial Compliance Scanner, a new service designed to aid compliance and marketing teams responsible for ensuring advertisements satisfy SEC Marketing Rule requirements.

“Our partnership with Hadrius to launch Testimonial Compliance Scanner reinforces Wealthtender’s commitment to providing wealth management firms with innovative benefits that convert more prospects into clients.”

Testimonial Compliance Scanner (TCS) utilizes Hadrius’ AI-powered instant marketing review compliance software to scan online reviews and flag content that could violate the general prohibitions of advertisements outlined in the SEC Marketing Rule.

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Beginning today and through year-end, Wealthtender’s advisory firm clients can request TCS access at no additional cost. For compliance and marketing staff already stretched thin, TCS harnesses the power of artificial intelligence to save time and enhance efficiency, allowing growing advisory firms to scale their testimonial marketing efforts more quickly.

“As the industry’s first SEC-compliant online reviews platform, Wealthtender proudly serves as the digital marketing partner to hundreds of advisors and wealth management firms,” said Brian Thorp, Wealthtender founder and CEO. “Our partnership with Hadrius to launch Testimonial Compliance Scanner reinforces our commitment to provide advisory firms, their marketing agencies, and consultants with innovative benefits that convert more prospects into clients.”

Founded in 2023, Hadrius has developed the first all-in-one platform for SEC and FINRA compliance and is used by 100+ compliance teams at firms like SmartAsset, Republic, AlphaArchitect, Autopilot, Caprock, among others. Their AI-powered marketing review flags SEC compliance issues in testimonials instantly, as well as in podcasts, videos, PowerPoints, blog posts, social media, and more.

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Today, Hadrius secures over $300B in AUM across their compliance clients, covering communications archiving and real-time AI review, firm oversight like filings and vendor due diligence, personal trading & Code of Ethics, and the first instant marketing review.

“We’re excited to team up with Wealthtender and introduce Hadrius to advisory firms interested in the power of our software to streamline their advertising review process for testimonials,” said Thomas Stewart, founder and CEO of Hadrius. “As industry awareness regarding the power of artificial intelligence continues to grow, we look forward to announcing future partnerships that demonstrate the power of Hadrius in action.”

On Thursday, July 25th, at 1 p.m. ET / 10 a.m. PT, Wealthtender and Hadrius invite you to join a live webinar and Q&A to learn:

• How advisory firms can grow with testimonial marketing compliantly
• How compliance and marketing staff can benefit from AI-enabled tools
• Details about the Wealthtender & Hadrius partnership