For financial advisors
Fiduciary duty doesn't pause for AI convenience.
Verify every AI-generated summary of a prospectus, insurance policy, or plan document against the actual filing. Produce a verification record your compliance officer can drop straight into the client file.
What we catch
The errors that end careers.
Misstated fees and expense ratios
AI summarizing a fund's expense ratio off the prospectus — but using a stale share class. Verified against the exact document version you uploaded.
Wrong surrender periods or riders
Annuity and life policy summaries that flatten complex riders into incorrect simple statements.
Risk-disclosure gaps
Material risk language quietly dropped from a summary. Flagged Not Found.
Fabricated performance figures
AI inventing a return number that isn't anywhere in the filing. Exact-match numerical gate catches it.
The workflow
How advisors actually use VeriDoc.
STEP 01
Upload the source document
Prospectus, policy, plan document, RFP response — PDF or DOCX.
STEP 02
Paste the client-facing AI summary
From any tool — Claude, ChatGPT, your CRM's AI.
STEP 03
Resolve flags before sending
Each red flag links back to the exact source sentence.
STEP 04
Save the audit PDF to the client file
Documented proof of care obligation. Ready for any audit.
"Compliance asked us how we knew the AI summary matched the prospectus. With VeriDoc we have an answer — and a PDF."
Source Document
Master Services Agreement
Atomic Factual Claims
4 of 19 require attention
The contract duration is twenty-four months.
§2.1 — “This agreement shall commence on the Effective Date and continue for a period of twenty-four (24) months.”
Termination requires 60 days written notice.
Source explicitly states 30 days, not 60.
§4.2 — “Either party may terminate this agreement upon thirty (30) days prior written notice.”
Liability is capped at total fees paid in the prior twelve months.
Source matches but adds exceptions for gross negligence.
The agreement is governed by Delaware law.
No jurisdiction clause appears in the source document.