09 · Compliance & Regulatory
Marketing material compliance review
Platform + expertfrom $450/moExpert ~1–3 hrs/mo
Bottom line
Review decks and one-pagers against marketing rule checklists before they leave the firm.
Atlas does the heavy lift; a knowledgeable operator typically spends ~2–6 hours/month.
Invoice / proposal description
- ·Marketing review checklist applied to materials.
- ·Redline / comment pack.
- ·Approval log.
By hand today
Materials sent without review; exam findings later.
On Atlas
Checklist + expert review; counsel for edge cases.
Deliverables
- Commented materials
- Approval log
Service levels
- Standard deck review ≤3 business days.
Exclusions
- — Guarantee of SEC non-action
Platform surfaces
document workspacePerformanceCFO Advisor
High-frequency small tickets or retainer.