Every practice in your field, audited, free.
Thousands of affiliated practices, each with its own DBA and its own website, most of them on the same approved-vendor templates, invisible on Google and uncited by AI search. We'll run a full SEO + AEO audit on every one and hand your home office a field-wide view it's never had. Even a slight lift across the field is measured in AUM.
30,000+ sites audited · White-label ready · Audits are free
The field-wide view your home office has never had.
One audit. Every practice. The full SEO + AEO picture.
We audit the field, free
Every practice site gets a full SEO + AEO audit: technical foundation, current rankings, AI-search citations, competitor rankings, content depth and uniqueness.
Home office gets the full picture
One report: which practices are invisible, which markets are uncovered, and where the quickest wins are. Ranked, so you know where to start.
We standardize, without flattening
Practices keep their own DBA brands, on custom Living Sites inside your guardrails: home-office review workflows, locked disclosures, full audit trails. Individual enough to rank; controlled enough to sleep at night.
Built for the home office
Rule 2210-ready by default
Every page passes communications-compliance review before an advisor ever sees it, no superlatives, no fabricated testimonials, disclosures locked.
Home-office approval workflows
Tiered review, delegated sign-off, and a log of every draft, edit and approval, built for examination.
Brand control across the field
Practices keep their DBAs; you keep the guardrails: locked disclosures, no rogue sites, however many affiliated firms you have.
Practices that get found
Local pages that rank in each practice's market. Even a slight visibility lift, multiplied across thousands of practices, is measured in AUM: production and recruiting both.
Common questions
- What does the field-wide audit check?
- It's a full SEO + AEO audit: technical foundation, current Google rankings, AI-search citations across ChatGPT, Perplexity, Claude and Gemini, competitor rankings, content depth and uniqueness, and more. Every practice site gets a score and a ranked fix list.
- How do home-office approvals work?
- Your compliance team gets tiered review workflows. Nothing publishes to any practice site without the required sign-offs, and every action is logged in an audit trail built for examination.
- Do practices have to give up their current sites or brands?
- No. The audit runs on their existing sites, and practices keep their DBA brands. Moving to a managed Living Site is opt-in, and when a practice moves, its brand, URLs and SEO equity carry over.
- What does it cost?
- The field-wide audit is free, with no commitment. Managed practice sites are priced at field scale. Talk to partnerships for volume pricing.
Your field's websites are talking. Find out what they're saying.
A free SEO + AEO audit of every practice site: one field-wide report.
Audit the field, free