AI-generated Content can often be Unreliable, Robotic and Non-Compliant.

With AdvisorX wealth advisors can revise content to their unique writing style, run FINRA/SEC marketing compliance reviews and securely customize and ground their AI with factual accuracy .

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AdvisorX Vs CustomGPT Vs Jasper AI

Trusted By

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The Problem

Generic AI chatbots struggle to write visually engaging long-form content with risk-optimized compliance and agencies can often be expensive, time-consuming and inefficient.

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The Content sounds Robotic

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Overlooks SEC/FINRA Compliance

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Misses Brand Context

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Lacks Appropriate Visuals

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Our Solution

We leverage your knowledge base with the best AI models for different writing workflows. Save 90% of your weekly time on writing, reading, or review work.

Engaging Long-Form Content

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Integrated Market Research

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Humanize your Content

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Non-Compliant Flagger

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Features

Writing Workflows

Marketing Compliance

Web Enrichment

Market Research

Writing Workflows
Writing Workflows

Long-Form Content

Write in-depth market commentaries, whitepapers, e-books, and articles in your brand tone.

Long-Form Content

Post Generator

This lets you generate LinkedIn-specific content or helps you write short-form blogs and market updates

Post Generator
Coming Soon

Visual Assets

Select specific texts and data points to generate graphical charts and visuals that complement your content.

Visual Assets

Pricing

Rome wasn’t built in a day, but your marketing assets will be.

Monthly
Yearly
25% OFF
POPULAR

Premium

$undefined/

Includes

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    40 long-form requests
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    40 visual requests
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    100 compliance reviews
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    Unlimited LinkedIn post requests
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    Unlimited AI Personas
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    Humanizer
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    Market research
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    Unlimited web enrichment
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    30 Estate document reviews
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    Unlimited PDF search
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    Role access [Coming Soon]
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    Priority feature requests

Add Ons

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    Per Advisor at $85 per month, Add compliance team at $85 per month per member

Business

Enterprise Plan

For marketing agencies or larger firms.

Everything in Premium

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  • Unlimited compliance reviews
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  • Unlimited social media requests
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  • Onboarding and ongoing training
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  • Single sign-on (SSO) integration
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  • Custom integrations and API access
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  • Priority email support

Video Case Studies

Frequently Asked Questions (FAQs)

What is AdvisorX?

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How is AdvisorX AI different from ChatGPT?

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How is AdvisorX AI different from Wealth Management GPT?

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How does AdvisorX ensure marketing content is compliant?

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Can AdvisorX personalize marketing content for my firm?

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What types of content can AdvisorX generate?

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How does AdvisorX handle web enrichment?

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Is there a way to make the AI-generated text sound more human-like?

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What other productivity features does AdvisorX offer?

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What are the pricing options for AdvisorX?

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How does AdvisorX integrate with social media?

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Can AdvisorX assist with brand design?

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