Built for FINRA. Built for the SEC. Built for the pace your marketing team actually needs.
RIAs, broker-dealers, banks, and insurance firms face demanding marketing compliance requirements. Marcovio is purpose-built to give you a documented, auditable review process without slowing marketing down.
COMPLIANCE ENGINE
The rules are already loaded. You just apply them.
Every Marcovio plan comes pre-loaded with SEC, FINRA, and FTC frameworks. No legal team required to get started.
COMPLIANCE MEMO
The artifact your CCO has been asking for. Auto-generated.
Marcovo (Marcovio) auto-generates a formal Compliance Memo when a review is complete — a structured, exportable document that cites regulations, records the review trail, and supports exam readiness.
ENTERPRISE-AGENCY MODEL
Your rules. Your agencies. One platform.
Configure your compliance rules and brand guidelines once. Grant access to your external agencies. They create content under your rules, and the Compliance Memo is generated with your firm's configuration.
AUDIT TRAIL
When regulators ask, you'll have the answer.
Every review creates a tamper-evident record with timestamps, flags, revisions, and the final determination — formatted for regulatory examination.