AI Compliance Automation for RIAs
Find us atBOOTH 528
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Hyatt Regency New Orleans
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March 9–12, 2026 · New Orleans
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Live demos · Walk up or book ahead
Marketing reviews, billing validation, Form ADV audits — in 60 seconds. No slides. Just the actual product.
T3 Technology Conference · 2026 Preview
At Booth 528
What You'll See Live
We'll run these in real-time. Bring your own data if you want.
Demo 01 // 60 sec
Social Post Audit
Drop in a LinkedIn post. Watch it get checked against FINRA 2210 — promissory language, disclosures, testimonials — instantly.
Demo 02 // 60 sec
Form ADV Audit
Upload ADV Part 1 and Part 2. The agent surfaces every inconsistency across services, fees, and client types in your regulatory filings.
Demo 03 // 60 sec
Fee Schedule Review
Upload your invoices and billing data. Get a full reconciliation — every overcharge, underbilling, and ADV mismatch flagged automatically.
Demo 04 // 60 sec
Competitor Fee Benchmark
Enter your CRD and up to 5 rivals. We pull live ADV data from SEC EDGAR and show exactly where your fees land in the market.
Who It's For
Your Role. Your Pain. Fixed.
CCO
Your CCO is tired.
We're not.
We're not.
- Marketing reviews in minutes, not days
- FINRA 2210 social checks — automated
- Form ADV consistency audits on demand
- Compliance calendar from your registration
CFO
Your billing has drift.
We catch it.
We catch it.
- Fee schedule vs. invoice reconciliation
- AUM billing drift detection
- Cash shortfall & lost yield alerts
- Revenue accuracy every billing cycle
COO
Your ops has blind spots.
We see everything.
We see everything.
- NIGO error elimination at intake
- Branch audit workflows with evidence
- Disclosure mapping vs. advisor agreements
- 40% admin drag reduction — automatically
Practice Owner
You're the driver.
We're the PitCrew.
We're the PitCrew.
- Benchmark fees vs. up to 5 rivals by CRD
- Scale to 110+ client relationships per advisor
- SEC exam readiness — simulated before they arrive
- Start free. No card. 20 runs/month.
Come Say Hello
Meet the Crew at Booth 528
We'll be there all three days. Come run a live demo with us.
Can't make it to the booth?
Book a 15-minute demo — we'll walk you through a live agent run with your own use case. No slides.
Security
SOC 2 Type II
Built With
AWS
Claude
Google Cloud
Team Background
Atlassian
Intuit
Freshworks
LegalZoom
Yahoo!
Integrates with your existing stack
Wealthbox
Redtail
Orion
Fidelity
eMoney
Schwab
Gmail
Google Drive
Sheets
Slides
Docs
Excel
Word
Wealthbox
Redtail
Orion
Fidelity
eMoney
Schwab
Gmail
Google Drive
Sheets
Slides
Docs
Excel
Word
You're the Driver.
We're the PitCrew.
Booth 528 · March 9–12 · New Orleans
Live demo in 60 seconds. Walk up anytime or book ahead.


