Para Insure
Screen portfolio concentration, allocation and fee indicators with Para Insure. Existing marketing reviews and Creator remain available; IPS, personal-insurance and meeting-preparation reviews are in pilot validation.
Formerly ADScanner / AD/Risk Scanner · parainsure.io · Professional review required
Portfolio screening today. Planning reviews in pilot.
Existing tools
Screen holdings for concentration, allocation and fee indicators. Existing marketing reviews, Creator and saved reviews remain available under current subscription terms.
Pilot — validation pending
Client-level IPS, personal-insurance information and source-backed meeting preparation are in pilot validation. Personal-insurance pilot work excludes annuities.
Professional review
A qualified professional verifies evidence, assumptions and findings. Screening does not certify suitability, coverage or compliance; FIN Group does not manage assets or place trades.
8
Industry Packs
Seconds
Analysis Time
6,000+
Zapier Apps
Line-by-Line
Analysis Depth
Live from the platform
Aggregated, anonymized · as of December 1, 2026
42,318
Pieces scanned (90d)
68/100
Avg risk score
34%
Needed rewrite
See Para Insure in Action
Click through the demo to see how Para Insure analyzes marketing materials and identifies compliance issues.
Upload Your Marketing Material
Drag and drop or click to upload PDFs, Word documents, or images
Click to simulate document upload
In the real app, you would upload your actual marketing materials here
Existing Marketing-Review Tools
Marketing pre-checks remain available alongside portfolio screening; your firm retains final approval.
Document Analysis
Upload any marketing material—PDFs, Word docs, or images—for instant compliance review with detailed findings.
Multi-Jurisdiction Scanning
Scan against SEC, FINRA (US), FCA (UK), CSA (Canada), and ASIC (Australia) regulations simultaneously.
Line-by-Line Analysis
Get specific compliance issues flagged at the exact location in your document with clear explanations.
Risk Detection
Flag missing disclosures, prohibited statements, misleading claims, and performance presentation issues, each ranked high, medium, or low risk with the rule it cites.
Compliance Scoring
Receive an overall compliance score with category breakdowns to quickly assess document readiness.
Best Practices
Get actionable recommendations and industry best practices to improve your marketing materials.
Instant Reports
Download detailed compliance reports with findings, recommendations, and severity ratings.
URL Scanning
Scan live web pages and landing pages by entering a URL—no file upload required.
Portfolio Risk Scanner
Included in every plan: scan client holdings for single-position and top-5 concentration, sector overweights, IPS drift, liquidity, cash drag, and fee risk — with high/medium/low severity, the threshold each finding was tested against, a 0–100 risk score, PDF report, and saved history.
Zapier Automations
Automate compliance workflows with triggers for scan completion, risk alerts, and report generation.
AI Rewrite
Prepare suggested revisions to flagged wording for qualified human review; revisions do not guarantee compliance.
Disclosure Builder
Assemble industry-specific disclosure language from a maintained boilerplate library, with your firm name applied.
How It Works
From upload to compliance report in seconds.
Upload or Enter URL
Upload a document or paste a URL to scan.
Select Jurisdictions
Choose which regulatory frameworks to scan against.
AI Analyzes
AI performs line-by-line analysis in seconds.
Review Results
Get detailed findings with risk levels and recommendations.
Supported Jurisdictions
Scan your marketing materials against six major global regulators, plus CA / NY / TX / FL state overlays.
SEC
Securities and Exchange Commission
United States
FINRA
Financial Industry Regulatory Authority
United States
FCA
Financial Conduct Authority
United Kingdom
CSA
Canadian Securities Administrators
Canada
ASIC
Australian Securities & Investments Commission
Australia
ESMA
European Securities and Markets Authority
European Union
Eight Industry Packs
Each pack is its own rule library, disclosure boilerplate, and report language — running on the same scanner engine, reviewer workflow, and whitelabel portal.
Financial Services
SEC · FINRA · FCA · CSA · ASIC · ESMA
Insurance
NAIC · CA / NY / TX / FL DOI overlays
Mortgage
CFPB · TILA/Reg Z · MAP Rule · state overlays
Banking
FDIC · OCC · NCUA · CFPB UDAAP
Healthcare & Pharma
FDA OPDP · FTC · HIPAA marketing
Legal
ABA Model Rules 7.1–7.5 · state bar overlays
Tax & Accounting
IRS Circular 230 · AICPA · state boards
Real Estate
Fair Housing · NAR Code of Ethics · state commissions
Creator — write the piece, not just review it
Para Insure doesn't stop at flagging problems. Creator scans your website to build a brand-voice profile, drafts marketing copy in that voice, runs it through the same compliance engine, and holds it in an approval queue until a Firm Admin or Compliance Officer signs off.
Brand voice profile
Point Creator at your website and it captures tone, reading level, preferred and prohibited phrases, colors, and fonts.
Draft in your voice
Pick a format, industry pack, and jurisdiction, add a short brief, and get a draft written to your profile.
Automatic compliance pass
Every draft is scored against the same rule libraries, with issues and required disclosures returned inline.
Approve, then export
Drafts move through pending approval before anyone can copy or download them. No approval, no export.
Included on every plan
Brand-voice profile plus 5 compliance-checked short-form pieces each month — social posts, email snippets, and ad headlines.
Creator add-on — $29/mo
Raises the monthly allowance and unlocks long-form: newsletters, blog posts, 4-email drip sequences, and full campaign kits (landing copy, email, social, and ad in one pass).
The compliant alternative to a standalone marketing platform
Advisor-marketing tools produce content; none of them approve it. Creator drafts in your brand voice inside the same review engine that scores the piece, appends disclosures, and holds it until a Firm Admin or Compliance Officer signs off — at a fraction of a monthly marketing retainer. Already have a marketing provider? Para Insure reviews their output too.
Every export carries the required disclosures and an AI-assistance notice. Viewers can read; only Firm Admins and Compliance Officers can approve.
Pricing
Affordable plans for firms of every size. All plans include a 14-day free trial, and every plan includes Creator.
Starter
Individual advisors
$49/mo
- 1 user license
- Unlimited document reviews
- Financial Services pack (SEC, FINRA, FCA, CSA, ASIC, ESMA)
- Basic reports
- Annual: $490/yr (2 months free)
- Email support
Small Team
Small firms
$89/mo
- 3 team seats
- Team collaboration
- All jurisdictions + state overlays (CA, NY, TX, FL)
- URL scanning
- 60-day history
- Annual: $890/yr (2 months free)
- Priority email support
Professional
Growing firms
$149/mo
- 5 team seats
- Advanced compliance analysis
- Custom branded reports
- 90-day history
- Annual: $1,490/yr (2 months free)
- Priority support
Enterprise
Large organizations
$499/mo
- 25 team seats
- Whitelabel portal
- Dedicated account manager
- Custom rulesets
- API access
- Annual: $4,990/yr (2 months free)
Para Insure Questions
What is Para Insure?
Para Insure is the renamed ADScanner / AD/Risk Scanner product from FIN Group. It screens portfolio holdings for concentration, allocation and fee indicators. Existing marketing reviews and Creator remain available on parainsure.io.
Are paraplanning and personal-insurance reviews available?
Client-level IPS, personal-insurance information and meeting-preparation reviews are in pilot validation, not broadly validated or comprehensive services. The personal-insurance pilot excludes annuity review.
Does Para Insure replace professional advice?
No. Screening and AI-assisted extraction may be incomplete or incorrect. A qualified professional must verify evidence, assumptions and findings. Review does not certify suitability, insurance coverage or compliance.
What happens to existing ADScanner users?
Existing marketing users retain access under their current access and subscription terms. Saved reviews stay in Para Insure; subscriptions are not transferred to RegReview.
How does Para Insure differ from RegReview?
Para Insure offers portfolio screening and existing marketing-review tools while validating client-level planning workflows. RegReview is the broader firm-compliance workspace. Two subscriptions are not required by default; optional FIN Group human support is separately scoped.
Para Insure or RegReview: which do I need?
Choose Para Insure for portfolio screening and existing marketing pre-checks; client-level planning reviews remain in pilot validation. Choose RegReview for the compliance workspace, including marketing review. Life and annuity agencies can use RegReview for both operations and marketing; two subscriptions are not required.
| Para Insure | RegReview | |
|---|---|---|
| Main job | Screen portfolio holdings; retain existing marketing-review tools | Run the full compliance program |
| Best for | Advisers screening portfolios or reviewing marketing; client planning pilot under validation | Life/annuity agencies, RIAs, broker-dealers, funds, and compliance officers needing a full workspace |
| Marketing review | Unlimited reviews, Creator content studio, approval gate | Included as one workflow |
| Portfolio risk scans | Included in every plan | Available through add-ons |
| Registrations, calendars, annual review | Not included | Included |
| Insurance agency operations | Focused marketing pre-checks; not the agency operations workspace | Insurance workspace for licensing, appointments, CE, calendars and included marketing review; module fees depend on plan |
Portfolio risk checks concern investment holdings, not insurance underwriting or policy suitability. Firm review and required carrier approval remain essential. Optional FIN Group setup and human review support are scoped separately.
Why not just use ChatGPT or Claude?
AI can draft the first review. FIN Group makes it a supervised, documented and defensible review.
An exam-ready record
A chat transcript is not a compliance record. Each review produces a dated report with findings, rule references, risk ratings and reviewer notes retained in your file.
Consistent review criteria
General chatbots can answer the same prompt differently or miss and invent issues. Every piece is checked against the same rule set and high/medium/low risk ratings, then refined by a reviewer.
Your firm's context
A chatbot doesn't know your Form ADV, fees, referral relationships or prior findings. RegReview and Para Insure compare marketing against what your firm has actually disclosed.
Human sign-off
On Done With You and Done For You delivery, a FIN Group consultant reviews the final piece. Your firm still approves and remains responsible for its marketing.
A supervised workflow
Draft, revise, approve and retain in one place, with findings feeding the annual review — instead of copy-paste between untracked tools.
Data handling under written terms
Pasting client stories, performance or names into a personal AI account can create privacy and vendor-oversight issues. Our platforms operate under written terms and a published sub-processor list.
Model and product names appear for identification only. FIN Group is model-agnostic; no affiliation, endorsement or integration is implied. AI-assisted findings require human review; no tool guarantees regulatory compliance.
Who uses Para Insure
Marketing Agencies
Hand regulated clients drafts that are already pre-checked
Insurance Agencies & IMOs
Para Insure for Life & Annuity Marketing
Mortgage Brokers & Lenders
Check rate ads and social posts before they go live
Advisers: Marketing + Portfolio Risk
Marketing review and portfolio risk checks in one low-cost tool
Paraplanning Teams
Pre-check every client-facing draft before your adviser signs off
Ready to Automate Marketing Compliance?
Stop spending days on manual reviews. Get instant compliance analysis with Para Insure.