The Only Template
That Speaks
Compliance
Fluently.
Built for RIAs, broker-dealers, and fintech founders who can't afford a pixel out of place. Every layout pre-cleared for FINRA Rule 2210 and the SEC Marketing Rule.
What Is Your Current Site
Costing You?
Input your current metrics. See the revenue you're leaving on the table with a non-compliant, low-converting website.
AWAITING INPUT — SET PARAMETERS
AND RUN CALCULATION
47 Checkpoints.
Zero Violations.
Every template has been reviewed by former FINRA examiners and SEC compliance attorneys. Run the audit below — watch them clear in real time.
All template layouts pre-structured for required disclosures, balanced presentation, and no misleading statements.
Performance advertising layouts include mandatory hypothetical performance disclaimers and testimonial disclosures.
Contact forms and onboarding flows include required identity verification prompts and recordkeeping hooks.
AA-level color contrast ratios, keyboard navigation, and ARIA labels throughout every template component.
Cookie consent, privacy policy placement, and data collection disclosures built into every template.
Form CRS integration templates and best interest disclosure placement pre-approved by compliance consultants.
Reviewed by former FINRA examiners. Last compliance audit: February 2026.
Numbers Don't Lie.
Ours Are Audited.
"Passed our FINRA examination with zero marketing rule findings. The examiner actually asked who built our site."
"Went from 68% bounce rate to 31% in 6 weeks. Our pipeline grew by $12M in new AUM inquiries that quarter."
"We needed to look institutional by our Series A close. Ledger made us look like we'd been operating for a decade."
Plugs Into Your
Existing Stack.
Native integrations with every major RIA tech stack component. No custom dev work. No middleware. Just connect and go live.
Transparent Pricing.
No Hidden Fees.
One misaligned decimal costs someone's retirement. Our pricing is as accountable as our templates.
For solo RIAs establishing their first digital presence.
- 1 compliance-ready template
- FINRA 2210 pre-cleared layout
- SEC Marketing Rule disclosures
- Mobile-responsive design
- Basic CRM form integration
- Community support
For growing RIAs and broker-dealers who need the full stack.
- All 14 compliance-ready templates
- Live compliance audit dashboard
- ROI tracking & analytics
- All 47+ native integrations
- Custom branding & logo swap
- Priority compliance review
- Dedicated success manager
- Annual FINRA exam prep report
For mid-size broker-dealers and multi-advisor firms.
- White-label template platform
- Unlimited advisor sub-accounts
- Custom compliance ruleset
- Dedicated compliance attorney
- SLA-backed uptime guarantee
- Custom integration development
- Quarterly compliance audits
- FINRA examination support