AI Compliance Check runs directly inside the AI Email Writer and AI Text Message Writer.
As you draft or refine a message, you can review it immediately—without copying content into another tool or showing it to someone later.
One workflow. One place. Less friction.
The Compliance Check scans your draft and flags areas that may require attention based on common advisor communication considerations.
This helps you identify wording that could benefit from revision before sending or saving the message as a template.
It’s a second set of eyes—right when you need it.
Instead of waiting until after a message is written—or worse, after it’s sent—AI Compliance Check fits naturally into your writing flow.
You can make quick adjustments, refine tone, and move forward with confidence.
Faster drafting. Fewer back-and-forths. Cleaner messaging.
Whether you’re writing:
A one-off follow-up email
A text message reminder
A reusable email or SMS template
Content for a campaign or workflow
AI Compliance Check is available as part of the same writing experience—so every message benefits from review before it goes out.
It’s available directly inside the AI Email Writer and AI Text Message Writer, so you can review content in the same place you write it.
