CONTROLLED DESIGN-PARTNER COHORT

Substantiate the claim.
Keep the source.

Elucora is recruiting five financial-services teams that need repeatable evidence behind advertisements, research, or AI-generated claims.

Focused workflowSEC Investment Adviser Marketing Rule 206(4)-1

The rule prohibits material advertising statements an adviser lacks a reasonable basis to substantiate on demand. Rule 204-2 also requires advisers to keep copies of advertisements. Elucora can preserve supporting public-source evidence; counsel decides whether it satisfies your recordkeeping program.

Read the SEC compliance guide ↗
APPLY

One workflow. Five partners. Eight weeks.

We are testing recurring demand, not collecting a large waitlist. Applications are reviewed manually.