For SEC-registered investment advisers
What your public pages displayed, and on which date
ConformTrail reads the public pages of one website, records what each page displayed with a screenshot, the address and the date, and puts every observation next to the wording of the document the supervisor published. Then it watches those pages and writes to you when one of them changes. It reaches no verdict, it promises no outcome, and it is not legal advice.
One website, one document, $249 once. Monitoring afterwards is optional and monthly. No call at any point.
Where the patterns come from
On December 16, 2025 the SEC Division of Examinations published a Risk Alert on what its staff observed on the websites of investment advisers under the Marketing Rule. We read that document, and we look for the same things on your public pages. We record what is there and what is not; whether it is adequate is a judgement for the supervisor and not a measurement.
Source: SEC Division of Examinations Risk Alert, December 16, 2025. https://www.sec.gov/files/exams-riskalert-mrkt-rule-2512-508.pdf. The rules themselves are Rule 206(4)-1 and Rule 204-5 under the Advisers Act. Read them yourself: this page is not legal advice.
How it works
We read your public pages
The home page and the pages linked from it that cover the areas the rule names.
robots.txt first, at most one request per second, only GET, no login
and no form. Our crawler names itself and has its own
page for webmasters.
Every observation is a fact with a place
What was displayed, on which page, in which element, on which date, with the screenshot that shows it. Next to it stands the wording of the supervisory document, with its own date and its address, so you can check us instead of trusting us.
You get a document, not a dashboard
One report per website: the pages we read, the pages we could not read, every observation with its reference, and a method section. It is written to be handed to your compliance consultant or your counsel unedited.
The pages stay watched
Monitoring re-reads the same pages every month, tells you when a new pattern appears, and keeps the page states as they were on each scan date. A redesign then does not quietly undo what you fixed.
Pricing
Per website, in US dollars. The report is paid once. Monitoring is monthly and stops when you stop it.
Website Marketing Rule Report
$249 once
Every pattern we observed on your public pages, with screenshot, page, date and the wording of the rule the SEC staff described.
- Every pattern we look for, across the public pages we could read
- Screenshot, URL and date for every observation
- The wording of the rule and the staff document it comes from
- Method section: what we looked at and what we did not
Report plus three months of monitoring
$249 once
The report and the first three monthly re-scans in one payment; monitoring ends when they are over. Nothing renews by itself.
- Everything in the report
- Three monthly re-scans included
- Nothing renews by itself; you order monitoring again or you do not
Marketing Rule Monitoring
$49 per month
Monthly re-scan, an alert when a new pattern appears, and an archive of the page states as they were on each scan date.
- Monthly re-scan of the same pages
- Alert when a new pattern appears
- Archive of page states per scan date
- Cancel any time in the customer portal
Each button opens the order for that offer. Where the card checkout is not open yet, the page it leads to says so and how to order the same offer in writing. No call is needed and none is offered. Payments are handled by Lemon Squeezy as merchant of record; see the operator page. There is a refund window of 14 days, described on the refund page.
What we do not do
No verdict
We report the pattern the supervisor described and the date we saw it. Whether a statement on a page is adequate is a judgement for the supervisor, not a measurement, and nothing we write is legal advice.
No page about your firm
We publish no page about a named private firm. Your report lives behind a private link that goes to you and expires; the free scan shows a count and nothing else.
No tracker on our own pages
These pages load nothing from another domain: no analytics, no fonts from elsewhere, no embedded video, nothing before you agree to anything. You can check that in the network tab of your own browser.
No call
Questions are answered in writing. There is no sales call to book, nobody will ring you, and the whole purchase happens in writing.
Start with the count for your own site
The free scan reads the home page and a few public pages linked from it, and tells you how many patterns were observed and of which kind. Nothing about the site is kept for anyone else, and you do not leave an address to see it.