Marketing Review Console
Every claim.
Every reason.
On record.
The Advertising Rule has been the most active enforcement area since 2022. Most existing review processes run 48–72 hour turnarounds with no automated detection and no evidence chain. Redan is what you use when the firm's marketing velocity outpaces that process.
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What It Does
Four capabilities. One examination-grade record.
Automated Detection
3-tier detection engine surfaces violations across 198 compliance patterns, 16 detection categories — every claim flagged with the rule it triggered.
Evidence Linking
Every claim linked to a supporting document in the Evidence Library. WORM-compliant. Links cannot be deleted — only added.
CCO Determination
Every finding requires written CCO reasoning before it can be closed. Not a checkbox — a documented determination. The SEC asks for the why.
Blue Folio Export
Self-contained HTML file. SHA-256 integrity hashes. Embedded evidence. Chain of custody timeline. Ready in one click.
Detection Engine
Archimedes™
Archimedes reviews marketing materials against the Advertising Rule. Built on a model of how compliance officers actually evaluate claims — informed by SEC enforcement actions, regulatory guidance, and the full Rule 206(4)-1 framework. The automated analysis handles triage; the CCO makes every determination.
The detection library maps to specific provisions of Rule 206(4)-1 and evolves as the guidance evolves — included in every subscription.
The Record
Six steps from upload to examination-grade record.
Upload your deck
Drop in your marketing PDF. Automated analysis runs instantly — 198 patterns checked, every claim flagged with the rule it triggered.
Review detected claims
Every flagged claim shows the rule it triggered, the text that matched, and a severity level. Prioritized — critical issues surface first.
Upload evidence
Add the supporting document to your Evidence Library. PDFs, spreadsheets, third-party data — any file becomes part of the examination-grade record.
Link evidence to claims
Attach the right evidence to each claim. The link is timestamped and WORM-locked — it cannot be deleted, only added to.
CCO reviews and determines
Written CCO reasoning is required on every finding before it can be closed. The reasoning is stored, timestamped, and immutable.
Export the Blue Folio
One-click export generates the complete Blue Folio §1–3. SHA-256 integrity verified. All claims, evidence links, and CCO determinations embedded in a self-contained file.
Use Cases
How CCOs manage marketing compliance.
Performance Claims
"Top quartile since inception" — linked to Morningstar composite. CCO determination: substantiated, net of fees shown. Blue Folio §3.
Third-Party Ratings
"Barron's Top RIA 2024" — linked to award methodology. CCO: award criteria verified, time period disclosed. Claim closed.
SEC Exam Prep
Exam notice received. Export Blue Folios for 15 assets in 60 seconds. SHA-verified, self-contained records — every material ready for handoff on day one.
Evidence Gap Remediation
Post-exam deficiency: 3 unsubstantiated claims. Upload evidence, link, CCO re-determines. Corrective record timestamped and immutable.
Get Started
Record every claim. Ready every exam.
198 patterns checked. Evidence linked at approval. Blue Folio §1–3 built automatically as you work.
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