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How closely are you watching the people and companies that look after your money?

Developed at Stanford University

Ratings + 24/7 Ongoing Monitoring

We use AI technology to monitor the safety, soundness, and quality of investment professionals and the companies they work for

Financial Advisors, Financial Planners, Brokers, Wealth Managers


 

Compliance

  • Regulatory & compliance history

  • Reports of fines paid

  • Legal activity monitoring

  • Reports of misinformation and disinformation

People

  • Daily employee risk monitoring  (investment professionals, support staff, owners)

  • Employee quality rating

  • Employee turnover rate vs industry

Technology

  • Website service disruption history

  • Reports of targeted cyber threats

  • Tech stack robustness rating vs industry

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Trusted Wealth
Rating

Competitiveness

  • Client performance satisfaction

  • Client/customer turnover rate vs industry

  • Client/customer complaint volume vs industry

24/7 MONITORING

AI powered technology that delivers real-time event and risk detection




Industry Leading Technology

Realtime

monitoring

Our 24/7 monitoring engine scans for risks and warning signs that are easy to overlook

Industry

Expertise

We leverage insights from our expert network to stay at the forefront of industry threats

Advanced

Analytics

Our technology is fueled by powerful analytics and artificial intelligence capabilities.

Realtime
Mobile Alerts

Every second counts. We provide 24/7 text message and email alerts.


Safety and Quality Rating 24/7 Monitoring

Accounting professional pricing plans and custom monitoring solutions

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