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For TAMPs

Every advisor on your platform, audited, free.

Advisors join a TAMP for the investment engine. They stay for growth. Most of their sites are templated builds on legacy platforms: invisible on Google, uncited by AI search. We'll audit every one free, white-label the findings under your brand, and turn “we also help you grow” into something you can prove.

Audit your platform, freeTalk to partnerships

30,000+ sites audited · White-label ready · Audits are free

The play

The growth story your platform has been missing.

Your brand out front. Our engine underneath.

01

We audit your advisor base, free

Every advisor site on the platform gets a full SEO + AEO audit: technical foundation, current rankings, AI-search citations, competitor rankings, content depth and uniqueness.

02

Your platform gets a growth story

You deliver the findings, white-labeled. Suddenly the platform isn't just custody and models. It's the reason an advisor's pipeline grew.

03

We run the growth engine

Advisors who opt in get a Living Site under your program: built, monitored and refreshed by us, branded to you.

0+advisor sites audited. The average scored below 50 out of 100.

Why TAMPs run this play

Platform-scale math

Even a slight lift in SEO and AEO visibility, multiplied across every advisor on your platform, is measured in AUM, not clicks.

A differentiator competitors can't copy-paste

Every TAMP pitches models and back-office relief. Almost none can prove they grow an advisor's book.

Stickier advisors

An advisor whose pipeline runs through your platform has one more reason to never leave it.

A recruiting weapon

Walk into every prospect conversation with a free, scored audit of their current site, and a plan.

Common questions

What does the platform-wide audit cost?
Nothing. We audit every advisor site on your platform free, with no commitment. The findings are yours to deliver either way.
Is the program white-label?
Yes. Audits, reports and ongoing reviews carry your brand. Advisors experience it as a benefit of your platform. We stay in the engine room.
Who owns the advisor relationship?
You do. Advisors are your clients; we're your delivery engine. Billing, packaging and positioning are structured around your program.
How do we prove it's working?
Rankings, AI-search citations, identified prospects and booked meetings, reported per advisor and rolled up per platform, under your brand.

Give your advisors one more reason to never leave.

A free audit of every advisor on your platform, delivered under your brand.

Audit your platform, free
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Living Sites for fiduciary-focused financial advisors. Built to rank on Google and AI search.

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