What is Disclaimr AIv2?
Disclaimr is a monitoring service for registered investment advisers (RIAs). It tracks rule changes across all 54 US securities jurisdictions — the 50 states, DC, Puerto Rico, the USVI, and Guam. Federal changes are easy to follow, but state changes often appear as quiet PDFs on division websites. Disclaimr pulls those updates for you.
You tell Disclaimr which states your firm and representatives are registered in. It filters everything to those states. Each Monday you get one email brief: what changed, in which jurisdictions, the effective date, and what it means for a firm your size. If a dated change happens in a state you're in, you get an immediate alert.
The weekly brief links to primary sources, so you can drop items into your annual review file. You also get a deadline calendar for ADV amendments, renewals, and IAR CE cycles, plus a jurisdiction matrix you can export as CSV. There's a founder pricing tier for single firms and a multi-client plan for compliance consultants.
Disclaimr AIv2 features
- All 54 jurisdictions monitored: Tracks rule filings, notices, orders, fee updates, and renewals from each state's own site.
- Filtered to your registrations: You only see changes for states where your firm and reps are registered.
- Weekly brief: One Monday email summarizing what changed, effective dates, and implications for your firm.
- Deadline calendar: Shows ADV amendment, brochure delivery, renewal, and IAR CE dates you can subscribe to.
- Jurisdiction matrix: Live grid of changes per state with CSV export for examiner requests.
What you can do with Disclaimr AIv2
- Track state securities rule changes that affect your advisory firm.
- Prepare for annual compliance reviews with dated, cited regulatory updates.
- Monitor IAR continuing education adoptions across jurisdictions.
- Export a jurisdiction change history when an examiner asks how you track developments.
How to get started with Disclaimr AIv2
- Visit the Disclaimr website and request early access.
- Tell Disclaimr the states your firm and representatives are registered in.
- Start your 30-day free trial — no card required — and receive your first weekly brief.
Tips for better results with Disclaimr AIv2
- Set up Disclaimr with every state where your firm and reps hold registrations so the weekly brief filters out noise and shows only relevant changes.
- Review the Monday brief within 24 hours and click through to primary sources, then file dated items directly into your annual review folder for Rule 206(4)-7.
- Export the jurisdiction matrix as CSV each quarter to keep a clean change history ready for examiner requests, and note the effective dates in your own tracking sheet.
- Use Disclaimr's deadline calendar to subscribe to ADV amendment, renewal, and IAR CE dates, then cross-check them against your internal calendar to avoid missed filings.
Disclaimr AIv2 pricing
Disclaimr AIv2 offers a free trial before you pay. Check disclaimr.ai for current plans.
What to check before you rely on Disclaimr AIv2
- Confirm the trial terms and what happens after it ends, since the website only says founder pricing and does not list a price or renewal details.
- Verify whether Disclaimr covers all 54 jurisdictions you need, including territories, and that your specific states are included in the monitoring scope.
- Check the export format and data privacy: the site mentions CSV export but does not state how your registration data is stored or shared.
Who Disclaimr AIv2 is for
Disclaimr AIv2 suits RIAs, compliance officers and compliance consultants. If that is not you, the AI business tools below may fit better.
Similar tools compared with Disclaimr AIv2
| Tool | What it is | Pricing |
|---|---|---|
| Disclaimr AIv2 | State regulatory monitoring for RIAs | Free trial |
| Tidio | AI customer service and sales platform | Freemium |
| Chatbase | AI customer experience and support agents | Free trial |
| Copy.ai | AI-native go-to-market platform | See website |
| Harvey | AI platform for legal and professional services | See website |
Disclaimr AIv2 FAQ
What does Disclaimr monitor?
It watches all 54 US securities jurisdictions — 50 states, DC, Puerto Rico, the USVI, and Guam. It pulls rule filings, notices, orders, fee schedule updates, renewal instructions, and IAR CE adoptions from each state's own website.
Is there a free trial?
Yes. You can start free for 30 days, and no card is required during the trial. Founder pricing is available for the first 100 firms and locked as long as you stay subscribed.
Who is Disclaimr for?
It's built for state-registered investment advisers, especially small firms where the principal is also the CCO. There's also a multi-client plan for compliance consultants managing many adviser clients.
Does Disclaimr provide legal advice?
No. It's a monitoring and notification service. It tells you what changed and links to the primary source. What you do about it is between you, your firm, and your counsel.
Does Disclaimr AIv2 offer a free plan or only a trial?
Disclaimr AIv2 has a founder pricing tier for the first 100 firms, and the website says there is no card required today for early access. It does not mention a free plan beyond that trial or early access period. Check the pricing page for current details.
Can Disclaimr AIv2 export data to CSV or integrate with other tools?
Disclaimr AIv2 lets you export the jurisdiction matrix as a CSV file, which you can use for examiner requests. The website does not mention any other integrations or export formats. For specifics on integrations, check the tool's documentation or contact support.
Does Disclaimr AIv2 work on mobile devices or require a specific platform?
Disclaimr AIv2 is a web-based service, so you can access it through a browser on any device with internet, including mobile. The website does not mention dedicated apps for iOS or Android. For platform-specific requirements, check the site's help section.
