New Wealthtender feature powered by Hadrius employs artificial
intelligence (AI) to scan online reviews for potential SEC
Marketing Rule violations.
AUSTIN, Texas , July 15,
2024 /PRNewswire-PRWeb/ -- 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.
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.
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
To register for the live webinar, please visit this page. A
webinar replay will also be made available to registrants who
cannot attend live.
About Wealthtender
Wealthtender is an essential digital marketing platform for
financial advisors and wealth management firms to get found online
and convert more prospects into clients. Wealthtender launched the
industry's first SEC-compliant online reviews platform in 2021 and
operates the #1 find-an-advisor website visited by half a million
consumers in the last year. Please visit wealthtender.com/grow to
learn why over 500 financial advisors and wealth management firms
have chosen Wealthtender as their digital marketing partner.
About Hadrius
Hadrius is the first AI-powered platform for SEC and FINRA
compliance, allowing financial firms and their teams to save 20+
hrs each week automating tedious tasks and running their entire
compliance program in one interface. From Hadrius, compliance teams
can handle communications archiving and AI review, AI marketing
review, and code of ethics + firm oversight. Visit hadrius.com to
join 100+ financial firms using the most powerful and time-saving
compliance platform around.
Media Contact
Brian Thorp, Wealthtender, 1
(512) 856-5406, brian@wealthtender.com,
https://wealthtender.com/
Thomas Stewart, Hadrius,
thomas@hadrius.com, https://www.hadrius.com/
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SOURCE Wealthtender