Offer · 10 of 10 free slots remaining

Start your free RIA fee reconciliation audit

Privacy is maintained

Exports only. No logins. Masked IDs preferred. Privacy (draft).

Submitting this form starts your free audit. No credit card. Exports only.

Privacy is maintained. Exports only. No custodian or PMS logins. Masked account IDs preferred.

Not an RIA. Ops data only. No guaranteed findings. Terms (draft) · Privacy (draft).

Begin intake See list pricing after 10

About 3 minutes. No credit card. Phone and title optional. Exports only; we never ask for logins.

Drafts: Terms and Privacy pending attorney review. Consent boxes agree to the drafts as posted.
  1. 1 Contact
  2. 2 Systems
  3. 3 Exports
  4. 4 Send
  5. 5 Consents

1. Firm and contact

2. Scale and systems

3. Proof for the free audit

Privacy is maintained. Check what you're willing to share. Exports only. No logins. Masked account IDs preferred.

4. How to send files

After you submit, we email you next steps (usually within one business day). Reply to that message with CSV/Excel exports, or send a secure share link. No file upload on this page.

  • Preferred formats: CSV or Excel (.xlsx)
  • Mask client names and account numbers when you can
  • Never include passwords, MFA codes, or custodian/PMS logins. We will refuse them
  • After you submit, we reply with how to send export files securely. Do not attach client PII in the form.

5. Consents

Required. Terms (draft) · Privacy (draft) (not attorney-approved).

By submitting, you start the free service for one of the 10 remaining free firm slots (while available). We'll reply with next steps, usually within one business day. Calls: weekday evenings 6 to 8pm ET, Saturdays 10am to 1pm ET.

10 of 10 free slots remaining. After that, list pricing applies.