For financial services

Capture every advisor page and disclosure, on the record.

RouteShot captures your whole marketing site, advisor microsites, and disclosures at desktop and mobile, with a timestamped audit trail, so marketing review and recordkeeping have receipts.

SEC & FINRA Rule 17a-4
The pain

Where the manual way breaks down.

// recordkeeping

Prove what was published

Rule 17a-4 expects retained records of the marketing content that was live, and when. Ad-hoc screenshots are not that record.

// scale

Hundreds of advisor pages

Every branch page, advisor microsite, and disclosure needs review before and after publish. By hand it does not scale.

// disclosures

Disclosures that must stay exact

Risk disclosures, footnotes, and rate tables have to be captured exactly as shown, at every width.

How RouteShot fits

The same capture engine, pointed at your workflow.

RouteShot supports this work with standardized capture and a complete audit trail. It is a capture-and-record tool, not a compliance guarantee.

Whole-site capture

Advisor microsites and disclosure pages captured in one job, at standardized widths.

Rule 17a-4marketing compliancedisclosuresadvisor sitesrecordkeeping

Timestamped audit trail

Who captured what, when, against which URLs. The record recordkeeping asks for.

Encrypted staging auth

Basic-auth credentials saved once, write-only, never stored in plaintext.

See it on one of your sites

Request access and we'll run a capture on a live project so you can judge the output yourself.

Request access