AI use policy builder
Ten answers about how your firm uses AI become a policy draft, each section mapped to Rule 206(4)-7, Rule 204-2, or Regulation S-P. Built in your browser; nothing is stored.
Runs in your browser
ValaisOS tools
Small working tools for advisory firms: deadlines computed from the rule text, letters assembled from the questions worth sending, and self-assessments scored on the spot. Each one runs entirely in your browser and stores nothing.
The reconstruction test
Take one piece of AI-assisted client work and answer nine questions about what your firm's record can show. A scored, printable read of the firm's memory, done in your browser.
Regulation S-P clock
Enter when your firm became aware of unauthorized access to client information and see the 72-hour and 30-day Regulation S-P deadlines, notice contents, and records to keep.
FTC Safeguards Rule path for state-registered advisers
The FTC Safeguards Rule, not Regulation S-P, covers a state-registered adviser. Fourteen answers sort its elements into in place, gap, or exempt, with 16 CFR 314 citations.
Service-provider inventory
List the systems that touch client information, answer three questions about each, and get a printable inventory that says which ones are Regulation S-P service providers and why.
Vendor diligence letter
Turn the nine questions to send any AI vendor into a letter addressed to your vendor, with the rule behind each question. Copy or print it. Nothing you type leaves your browser.