Branded Audits

White-label website audits for Financial Advisors — your brand, your report.

Marketing agencies serving financial-advisor firms use Branded Audits to generate professional, fully branded audit PDFs in under 60 seconds. Drop in any client URL — get a deliverable you'd be proud to email.

No credit card · cancel any time · made for agencies
B+
audit · client.financial-advisors.example
  • PASS HTTPS & HSTS
  • WARN Mobile viewport
  • FAIL Meta description
  • PASS Compression
  • WARN Schema markup
Branded for Your Agency

What we typically find on financial-advisor firms' websites

Most financial-advisor firms have at least one of these problems on their site, and they're costing them business. Here's what your branded audit will surface for them: compliance-friendly audits, weak schema, slow mobile.

How a typical agency uses this

  1. Prospect a financial advisors. Pull their URL — from Google Maps, a referral, an inbound lead form.
  2. Run an audit. Drop the URL in Branded Audits, hit go. ~30 seconds later you have a 5-page branded PDF.
  3. Send it as your own. No "Powered by" footer (Growth+ plans). Your logo, your colors, your contact info. They think you spent an afternoon on it.
  4. Book the call. The report ends with "Recommended next step: book a 15-minute call." Conversion rates are typically 1 in 4.

What's in the audit

Pricing

14-day free trial on every plan. No credit card. Cancel any time.

Starter

$49/mo
  • 50 audits/mo
  • "Powered by" badge
Start free trial

Agency

$299/mo
  • Unlimited audits
  • Full white-label
  • REST API
Start free trial

Send a branded audit to your next financial advisors prospect today.

14-day trial. ~60 seconds to your first PDF. No credit card.

Start free trial →

Audit tools for related verticals

If you serve financial-advisor firms, you probably also serve some of these:

Comparing Branded Audits to other tools?