Product

Advisor Web Risk Scorecard

Is your firm’s WordPress stack ready for clients, compliance, and scrutiny? About four minutes. One score. A clear next step.

What you diagnose

Security, compliance posture, performance, vendor risk.

Twelve questions. Not a hosting popularity contest — exposure under a client question, cyber questionnaire, or examiner asking who owns the website.

Bands A–D

Institutional posture through critical exposure — each band has a recommended consult path.

Top gaps

Your results surface the three weakest answers so the next conversation is specific.

Finance-only

Built for RIAs, wealth teams, and finance marketers — not generalist website quizzes.

Ready for your number?

Take the scorecard, then book the right conversation — or migrate onto Exam Ready.