Compliance, sourcing, billing.

Licensed financial advisors in the United States. The Apply form runs three checks in parallel inside ten seconds: a FINRA BrokerCheck lookup on your CRD, an SEC Investment Adviser Public Disclosure lookup on the same CRD, and a domain check against your work email. If all three pass cleanly, the system auto-approves and emails a one-click verification link.

The application routes to a manual review queue. The applicant is not informed until the founder confirms a denial, which is delivered as a polite rejection email. No partial credit, no waitlist purgatory.

No. Two free dossiers per new account, no credit card required. There is no closed beta.

No. Solo and Professional are personal subscriptions. The Firm tier is reserved for small and boutique RIAs and is priced on request. Pricing is not offered to bank-grade firms; institutional procurement at private banks is permanently out of scope.

Under fifteen minutes for a fresh dossier. Under five for an incremental refresh. The pipeline does not show queue position. The pipeline does not show an estimated wait. You receive an email when the dossier is Ready.

When confidence lands below eighty, the dossier still ships, the credit refunds automatically within the hour, and a Low Signal banner appears immediately under the score. The banner copy is locked and identical at 79 or at 35. We do not show graduated warnings.

Yes. Every factual claim, every contact item, every household entry, every planning signal, every lifestyle signal, every political activity entry, every public recognition item is editable. Edits save continuously, attribute by your name and timestamp, and inform future same-firm dossiers on the same subject. Not editable: the Source Manifest, the confidence score, and the Low Signal banner.

Under 24 hours, the cached dossier returns silently and no agents run. From 24 hours to 30 days, a background refresh runs without slowing you. Over 30 days, a full rebuild. You see only your own request date on every dossier.

No. No advisor is notified that another advisor (including at the same firm) has previously pulled the same prospect. Cache reuse is disclosed in the Terms of Service.

Publicly available records only. SEC filings, court records, real estate records, regulatory disclosures, news, professional history sources, public foundation 990 and 990-PF filings, FEC contributions, FAA aircraft registries, USCG vessel documentation, and similar public-web surfaces.

We do not buy data from breach markets. We do not pay third parties operating outside the law. We do not access medical or health records, FinCEN beneficial-ownership reports, or social media of minor children.

Every dossier carries an Export for Compliance button that produces a CSV mapping every factual claim to its source URL, the timestamp the source was last verified, the dossier section, and the confidence flag. The CSV is auto-produced and stored alongside the PDF.

No. The Source Manifest reflects what the agent verified. The confidence score grades the agent work, not your edits. The Low Signal banner is also locked.

Solo is $49 per month for 5 dossiers (overage capped at 20 per month at $11 each) or $490 per year for 60 dossiers. Professional is $219 per month for 25 dossiers (overage capped at 75 per month at $10 each) or $2,190 per year for 270 dossiers. Pay per dossier is $15 for one credit. Firm is Contact us.

Three triggers: confidence below eighty (automatic refund within the hour), multiple plausible matches in disambiguation (no credit consumes), and zero plausible matches in disambiguation (no credit consumes).

No. There will never be an unlimited tier. The cost of a sourced dossier is real and we will not pretend otherwise.

Stripe. Your card lives in Stripe, not in our database. You can update payment methods, change plans, or cancel from your account page.

The marketing site and the signed-in app are designed for desktop today. Phone surfaces are documented in the design system and ship in a later release. The dossier reader, the radar, and the intake form work on mobile browsers, just without the dense data treatments.

In-app only for radar events. The Notifications page surfaces new high-confidence events when you sign in. We do not send outbound email or push notifications for radar events. The single exception: when a dossier you specifically requested is Ready, a transactional email goes out with a link.

John Smith is the single fictitious profile loaded into Research as a sample dossier so a new advisor can see the full fifteen-section briefing and Source Manifest without spending a credit. A small dismissable banner explains the tour. No modal walkthrough. Visit Settings, then Sample dossier, to open it again.

Click the claim. The cursor changes to text-edit on hover, with a one-pixel hairline underline appearing under the claim. Edit in place. Your name and timestamp attach to the correction. The Submit Review page captures structural feedback for the team.