The Reconciliation Pilot
A fixed-scope review of your firm's AI story: what you say publicly, what your Form ADV says, and how your team actually works. Ten business days from kickoff. $2,500 flat.
What you receive:
- An inventory of your firm's public AI claims: website, app listings, press.
- A side-by-side map of your current ADV Part 2A and Form CRS AI language.
- One 60-minute interview about the AI actually deployed in your workflow.
- A mapping of the supervision steps your filings describe against the workflow we heard.
- One dated review record of what was compared and what the adviser concluded.
- A read-out call.
How it works:
- Public sources and firm-provided documents only. No client data, by design.
- One engagement at a time. Ten business days from kickoff.
- Work begins after a signed engagement letter.
So you know who built this: Teranode Review is software from Teranode AI, Inc. It runs a draft recommendation past a separate set of AI models from rival vendors and returns one written record of what came up. It surfaces questions for the adviser to consider. The adviser decides.
Teranode AI, Inc. is a technology vendor. It is not an investment adviser or a law firm, and nothing in the pilot is advice about securities, investments, law, or compliance. The pilot organizes what your firm already says and does; your firm and its counsel decide what, if anything, to change. Your firm's CCO and counsel remain responsible for its filings, disclosures, and supervision.