Self-scoring instruments calibrated against published regulator findings. Each one produces a banded maturity score, a per-category radar, and a remediation roadmap that links every gap to the Wealth Data Set or checklist that closes it.
Each instrument produces a numeric score and a calibrated band (Ad Hoc → Optimized) anchored to a published source.
Per-category breakdown reveals where evidence is thinnest, not just an aggregate read.
Every gap maps to a specific Wealth Data Set, archetype, or checklist that closes it.
Take it online with state saved, or download the XLSX (live formulas) or PDF (printable working copy).
Score your team's synthetic-data practice across corpus quality, edge-case coverage, refresh cadence, governance, and audit-readiness. Produces a banded maturity score (Ad Hoc → Optimized) and a remediation roadmap.
Score the firm's evidence posture against each Reg BI obligation — Disclosure, Care, Conflict, Compliance — and produce a defensibility index plus the highest-leverage remediations.
Score a synthetic corpus along arithmetic invariants, demographic plausibility, longitudinal coherence, and scenario coverage. Pairs with the Synthetic-Data Fidelity QA Checklist.
Score the firm's AML program data-signal coverage against the FinCEN typology catalog and produce a typology-by-typology defensibility band.
Score the firm against each Common Criteria and applicable Trust Services Criteria. Produces a readiness index and a gap-closure roadmap calibrated for fintech operators.
Score the firm against each requirement of the amended FTC Safeguards Rule (16 CFR 314). Produces a finding-by-finding roadmap calibrated against published consent-order patterns.
Score against each finding from the SEC's 2021 robo-advisor sweep. Produces a sweep-finding-by-finding readiness score and remediation roadmap.
A scored audit of edge-case coverage across demographics, accounts, transactions, life events, and tax scenarios. Pairs with the Edge-Case Test-Coverage Audit checklist; produces a quantitative coverage index.
Score the firm's Form ADV (Parts 1A, 2A, 2B, 3) for disclosure completeness, internal consistency, and Marketing Rule alignment. Produces an annual-amendment readiness index.
Score the firm's posture against SEC Reg S-P (amended 2024), the FTC Safeguards Rule incident requirements, and observed fintech breach patterns. Produces an incident-readiness index and remediation roadmap.