Safe to Publish is a review tool, not a chatbot. Every feature below exists to help the firm surface what an examiner might cite — then decide, record, and publish with confidence.
Claude Sonnet 4.6 matches every draft against Rule 206(4)-1, the adopting release, 41 staff FAQs, and every Division of Examinations risk alert. Flags that can't resolve to a real corpus chunk are dropped before you see them.
Paste a LinkedIn post, newsletter excerpt, website copy, or pitch deck text. Results — flags, severity, cited rule chunks, and suggested rewrites — arrive in about 30 seconds.
Critical flags must be addressed before publishing. Watch flags are worth reviewing. Suggest flags offer optional improvements. Triage at a glance; act where it matters.
Every flag includes a suggested rewrite that removes the compliance risk while preserving the adviser's voice. Apply it in one click or edit it to fit your context.
Rule-based patterns that catch textbook gotchas regardless of what the LLM sees: unqualified superlatives, past performance without disclosure, testimonials without disclosure, hyperlinked disclosures, and SEC-approval claims.
Testimonials, endorsements, performance data, hypotheticals, extracted performance, fair & balanced claims, third-party ratings, gross vs. net performance, and standardised 1/5/10-year presentation periods.
When new SEC risk alerts drop, the corpus is updated within seven days. Every review is stamped with the corpus version so your audit record reflects what was checked against when.
Whether the draft is a LinkedIn post or a 40-page performance report, the same analysis pipeline applies.
Upload a PDF directly. Safe to Publish extracts the text and runs the full rule check. Scanned or image-based PDFs are processed with OCR so no format is out of reach.
When a flag originates from a PDF, the finding references the page number in the original document. No hunting through a report to find where the issue lives.
LinkedIn posts, email newsletters, blog posts, website copy, pitch deck excerpts, and full performance reports. Paste or upload — same review pipeline either way.
No file required. Paste any draft text directly into the reviewer. Ideal for social posts, email copy, and in-progress drafts before a final document exists.
Role-based permissions, CCO escalation, and external consultant sharing — without the overhead of enterprise software.
Owner, CCO, Reviewer, and custom roles with granular capabilities. Set who can dismiss Critical flags, who can share reviews externally, and who manages billing.
Reviewers who don't have dismiss authority can escalate a Critical flag to the CCO with a single click. The CCO reviews and acts; every step is recorded in the audit log.
Generate a secure tokenized link to share a review with an external compliance consultant. Set an expiry window between 1 and 90 days. No account required on their end.
Invite teammates by email with role assignment at the point of invite. New members land in the right permissions bucket from their first login.
Every apply, dismiss, and escalation is attributed to the reviewer who acted. The audit entry names the user — not just 'someone on the team.'
Rule 204-2 requires firms to retain copies of advertisements. Safe to Publish generates and retains the compliance record automatically.
Every action — apply, dismiss, share, CCO escalation — is recorded with the user, timestamp, and any explanatory note the reviewer adds. The log is append-only and signed.
If the underlying document is edited after a review is run, a banner flags that the review may no longer reflect the current draft. Flags from out-of-bounds text are filtered automatically.
Download the complete review as a signed PDF — flag list, citations, reviewer decisions, and notes — ready to drop into the firm's compliance file.
Export the raw review data as a JSON manifest for integration with a firm's existing compliance or document-management workflow.
Save the disclosures you use most — past-performance caveats, testimonial compensation notices, GIPS compliance statements — and append them to any compliant rewrite without retyping.
Save named disclosures to your firm's library — "Past performance is not indicative of future results," testimonial compensation notices, GIPS statements — and attach them to any rewrite in one click. Solo plans include 1 pack; Practice 10; Firm is unlimited.
Disclosures append inline to the suggested rewrite. The CCO or reviewer sees the full rewritten text — with disclosure attached — before deciding to apply or edit it further.
14-day trial. Up to 10 reviews. No card required.