Marketing that's screened for compliance before it reaches your desk.
Content OS researches your niche, writes in your voice and screens every draft against the SEC Marketing Rule or FINRA 2210. You approve once, and it publishes.
Our Partners
Content builds trust.
Now it ships every week.
Research, writing and compliance screening happen before anything reaches you. Your part is a review in one place.
The process
Four steps, three of them done for you.
Researches your niche
Reads your site, watches your niche's news every day and picks topics by measured search demand.
Writes in your voice
One voice profile for every blog and post. It learns from the edits you make in review.
Screens every draft
Against the SEC Marketing Rule or FINRA 2210. Flags must be cleared and certified before approval.
You approve, it publishes
To your Webflow site and LinkedIn, with an audit trail your CCO can see.
A week of Content OS
Up to 2 blogs and 4 LinkedIn posts a week, each waiting for your review.
Your review
Nothing publishes without it.
A review your CCO can sign. A trail an examiner can read.
Nothing is approved until every flag is cleared and a reviewer certifies the piece. The audit trail records who approved which version, when, and against which screen. A CCO without a login gets any draft as a Word document.
Pricing
One plan, everything above included.
All agents. One firm per niche and market.
- ✓A content plan built from what your niche searches for, refreshed by monthly keyword research and weekly niche news
- ✓A weekly niche briefing and a monthly markets briefing, sent to you
- ✓Up to 2 blogs or blog updates and 4 LinkedIn posts every week
- ✓Up to 4 market update articles every month
- ✓Written in your voice, and learns from your edits
- ✓Every piece screened against the SEC Marketing Rule or FINRA 2210, whichever applies to you
- ✓A review workflow with an audit trail your CCO can see
- ✓Publishing included: connect your Webflow site and LinkedIn and approved pieces go live. Or export to post anywhere else
- ✓SEO and LLM search rankings measured and reported back every week (LLM tracking is being built)
From our clients
Jack has done something really, really impressive and amazing with this. Pretty cool what he's done here.
This is so much better than what we had previously. Your team did a really good job, getting things done in only two drafts and 95% of the way there.
We're getting all kinds of new business all the time from just our general web presence now. We never were getting that before.
Built by a founder who needed it first.
Since 2020 we've worked alongside advisor coaching programs and the Global Financial Planning Institute. Content OS is the marketing engine we built for advisors who don't have a marketing team.
Not software you have to run, and not an agency billing hours. The work gets done for you, at a software price.
Est. 2020
Years with wealth management firms.
Secure and compliant
Audit trails; marketing kept apart from client data.
Full support
A human team behind the system.
It scales
Sharper with every review you make.
