Teranode Review · for RIA compliance

Self-review is not a separate control.

Use AI and keep your judgment in charge. Teranode has models from separate companies review an answer, whether AI or a person drafted it. If an AI drafted it, that company is left out of the review. You see what deserves a closer look. The free Review shows the findings. With an account, you respond to each one and keep a record of what you decided.

See what a second read caught: Nobody asked if the 401(k) held company stock. Roll it over, lose a tax break. See all examples

Not a chatbot. An independent review of one. A person still decides.

Trying this yourself? Same control, not advice. Continue here.

Teranode is software, not an investment adviser, law firm, or compliance authority, and using it creates no advisory relationship. It presents findings for human review and does not make the firm's legal, compliance, or best-interest determination or final decision.

A draft is not evidence that it was reviewed.

Whether AI or the same person who suggested the next move drafted it, a recommendation should get a separate look. Teranode gives you one, and shows what was checked, what was flagged, how each issue was handled, and who made the final decision.

Teranode keeps the review separate from the draft. For an AI draft, the model's vendor is left out. For a person's draft, their team or role is recorded. Models from separate companies flag issues without voting, merging them into a verdict, or dismissing each other's findings. A person resolves the record.

From draft to your recorded decision.

Three steps. The decision and the responsibility stay with you.

  1. Submit the draft

    Name the source (the AI vendor and model, or the person), the decision question, and the recommendation. De-identified attributes only.

  2. Read the flags

    Models from separate companies run four fixed lenses. Each finding stays a flag for a person to resolve; nothing is decided automatically.

  3. Decide and record

    You resolve every finding and add your attestation, then choose whether to download or keep the timestamped record. This step needs an account; the free Review shows the findings.

Four review lenses. You get the final word.

Each lens has a narrow assignment. Findings state the factual gap, supporting evidence, and applicable rule or policy only as context for the reviewer.

Evidence & grounding

Tests factual and quantitative claims against the information supplied.

Costs & conflicts

Surfaces costs, conflicts, disclosures, and gaps in the stated client-first rationale.

Risk & best-interest fit

Examines downside cases, liquidity, time horizon, concentration, and missing decision facts.

Alternatives & tradeoffs

Checks whether reasonable alternatives and material tradeoffs were addressed.

Cross-vendor diversity does not eliminate correlated model failure. Teranode discloses the participating vendors and requires human review rather than presenting vendor diversity as proof of correctness.

You make the call, and the record shows it.

Every finding receives a human disposition. Any outcome other than Action required requires a reviewer-written reason. When Action required is selected, the system records a standard concurrence automatically. The final record preserves the source, reviewer provenance, findings, limitations, human decision, timestamp, and content fingerprint. The SHA-256 fingerprint is a comparison value, not a digital signature. The reviewer or firm supplies the reviewer name, role, and attestation; Teranode does not verify licenses, authority, registration, or titles. Check a record, or view an illustrative sample record.

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Illustrative example · a record you can keepReview record
Who drafted
In-house AI assistant
Who reviewed
Anthropic · Google · xAI
What was flagged
Evidence needs confirmation
What the person decided
Addressed in revised answer
“Confirm the supporting source and replace the categorical claim with a sourced assumption.”

What this means for liability and process.

  • A person attests.You enter the reviewer's name and role. Teranode does not decide, verify professional status, or sign.
  • De-identify before review. No names, accounts, or SSNs in the product path; attributes only. The server rejects identifiers when detected.
  • Your firm controls retention. Teranode produces a downloadable artifact; your firm decides whether and how to retain or file it under its own procedures. We are not your client PII archive.
  • Works with the AI you already use. Start in Claude, ChatGPT, or Copilot; Teranode gives the answer a second look. Firm setup.

Clear about what the system does and does not do.

Teranode Review does

  • Identify the source and exclude its model vendor when one exists.
  • Preserve attributed, flag-form findings and limitations.
  • Require a human disposition before the record is attested.
  • Produce a timestamped record with a comparison fingerprint. This is the account step; the free Review returns findings.

Teranode Review does not

  • Determine whether advice is compliant or in the client's best interest.
  • Verify every fact, source, calculation, or legal conclusion.
  • Replace a firm's supervision, policies, or recordkeeping system.
  • Verify a reviewer's legal name, professional status, authority, or title. Firm member sign-in shows only that the person controls a work email the firm registered.
  • Confirm that a firm retained or filed the resulting artifact.
  • Store client identifiers (designed for de-identified attributes only).
  • Provide investment, legal, tax, or compliance advice, or create an advisory relationship.
  • Guarantee that separate vendors will fail independently.

Add separate-vendor review to every AI-assisted decision.

Bring the answer you're already considering. Teranode sends it through models from separate companies, shows you the questions worth weighing, and gives you a record of what you decided. You stay responsible for the decision. Teranode does not decide, verify professional status, or sign.

Using Review with a team? Setup for Claude, ChatGPT, and Copilot: teranode.ai/connect/firm.