Free for every RIA · No strings attached

Your free digital
presence audit.

We review your website, Google Business Profile, LinkedIn, compliance disclosures, and marketing tech — and send you a clear report showing Growth gaps, Protection risks, and Compliance issues.

Request Your Free Audit →
Delivered in 1 business day
No charge, ever
No sales call required
Compliance-aware findings
What we audit

Six areas. One clear report.

Every audit covers the same six categories — so you know exactly what's being checked and why it matters for your firm.

🌐

Website & Technical Health

SSL certificate, domain expiry, mobile responsiveness, page load speed, broken links, and contact form functionality.

Protection
📍

Google Business Profile

Profile completeness, review status, unanswered reviews, business description, and local search visibility signals.

Protection
💼

LinkedIn Profile

Headline clarity, about section, credentials, recent activity, and whether your profile reinforces your target client positioning.

Growth
⚖️

Compliance Disclosures

ADV Part 2 link, footer disclaimers, marketing claim review, performance language, testimonial compliance, and regulatory language.

Compliance
📊

Marketing Tech Stack

Lead capture forms, tracking pixels, CRM connection, calendar booking flow, email list health, and nurture sequence gaps.

Growth
🎯

Growth Opportunity Gaps

Where your firm is leaving leads on the table — weak CTAs, missing lead magnets, no retargeting, and absent nurture flows.

Growth
What you receive

A report you can act on the same day.

1
Growth / Shield / Compliance bucket report

Every finding is categorized so you know whether it's a growth gap, a protection risk, or a compliance issue — and which to fix first.

2
Priority action list

The top 3–5 things you should fix immediately, with plain-English instructions your team can act on without a developer.

3
Automation opportunity map

Which findings could be monitored automatically in future — feeding directly into your Shield product roadmap.

4
Conduit fit recommendation

Whether your firm is a fit for Shield or Gro, and what the natural next step looks like based on your audit results.

Sample Audit Report

Digital Presence Audit — RIA Firm

Website SSL valid✓ PASS
Google reviews — 3 unanswered⚠ ACTION
ADV Part 2 link broken✗ CRITICAL
Meta pixel not installed⚠ ACTION
Lead capture form missing✗ CRITICAL
LinkedIn — no recent posts⚠ ACTION
Domain renewal > 12mo✓ PASS
📋 3 critical fixes · 3 recommended actions · Shield fit: Yes

Request your free audit

Fill in your firm details and we'll deliver your audit within 1 business day. No sales call required to receive your report.

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