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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
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Regulatory & compliance history
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Reports of fines paid
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Legal activity monitoring
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Reports of misinformation and disinformation
People
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Daily employee risk monitoring (investment professionals, support staff, owners)
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Employee quality rating
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Employee turnover rate vs industry
Technology
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Website service disruption history
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Reports of targeted cyber threats
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Tech stack robustness rating vs industry
Trusted Wealth
Rating
Competitiveness
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Client performance satisfaction
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Client/customer turnover rate vs industry
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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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