The Compliance Rails That Let the Wealth Channel Allocate to Tokenized Assets
InsideRWA's Advisor Suitability & Compliance Engine converts our independent ratings into a workflow your compliance desk can approve — client risk profile in, suitable rated products out, documentation ready.
Currently in private beta with select RIA firms. General availability Q3 2026.
The $30 Trillion Dam
Advisor interest in tokenized assets is real. The bottleneck is not demand — it is the absence of a compliance workflow that lets a registered advisor recommend these products without career risk.
Even when an advisor wants to recommend a tokenized asset, their broker-dealer's compliance desk has no framework to approve it. No documentation template, no precedent, no suitability trail. The allocation never happens.
Reg BI requires advisors to document why a recommendation is in the client's best interest. For novel asset classes, that documentation doesn't exist. Advisors are exposed — or they simply don't recommend.
An estimated $30T in advised wealth sits behind this dam. The interest is there. The products are there. The missing piece is the compliance workflow that lets a registered advisor put a tokenized asset in a client portfolio without career risk.
How It Works
Three steps from client profile to compliance-ready documentation. The entire workflow runs in under 15 minutes.
Client Risk Profile In
Enter the client's risk tolerance, investment horizon, net worth tier, accreditation status, and existing alternative allocation. The engine maps these to a suitability matrix aligned with FINRA Rule 2111 and SEC Regulation Best Interest.
- Risk tolerance (1–10)
- Investment horizon
- Net worth / liquid assets
- Accreditation status
- Existing alts allocation %
InsideRWA vs. Doing It Manually
There is no competing product. The alternative is a blank Word document and a call to outside counsel.
| Feature | InsideRWA Engine | Current Alternative |
|---|---|---|
| Tokenized asset coverage | All InsideRWA-rated products | None / ad hoc |
| Suitability framework | FINRA 2111 + Reg BI aligned | Manual / not provided |
| Documentation generation | Auto-generated, compliance-ready | Advisor builds from scratch |
| BD compliance package | Included (PDF + JSON) | Not available |
| Product independence | InsideRWA rates; no distribution conflict | N/A |
| Time to first recommendation | < 15 minutes | Days to weeks |
B2B SaaS Pricing
Per-seat subscription. No transaction fees. No revenue share. Clean SaaS economics.
- Up to 25 suitability assessments/mo
- Full rated product library access
- Standard documentation templates
- Email support
- Unlimited suitability assessments
- Custom documentation branding
- Compliance desk export (PDF + JSON)
- Broker-dealer approval package
- Priority support + onboarding
- Multi-advisor seat management
- BD compliance desk integration
- White-label documentation
- API access for CRM integration
- Dedicated compliance liaison
The Seed Story in One Sentence
"InsideRWA is building the Morningstar ratings and the compliance rails for tokenized assets — the two things the wealth channel needs before a single advisor can put a tokenized product in a client portfolio."
Join the Private Beta
We are onboarding a limited cohort of RIA firms and independent advisors to shape the product before general availability. Beta participants receive lifetime Starter pricing and direct input on documentation templates.