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Demo data
Alerts
AI-triaged outbound mail. Filter, escalate, resolve.
16,656 messages scanned this month · 39 alerts · 7 high-confidence pending
/alerts
Email surveillance, archive, and SEC-compliant recordkeeping in one place. Built specifically for small RIA firms.
Set up in under 5 minutes — no long IT project, no setup fee.
$99/mo · 15-day free trial · or book a demo
Most RIA firms patch together compliance with spreadsheets, PDFs, and IT consultants. It works until the SEC asks for records.
Enterprise compliance tools are built for broker-dealers with hundreds of employees. Their pricing reflects that.
Small firms need the same compliance posture for a fraction of the cost. That's what Turret is.
Includes 5 users · +$25/user after · no setup fee · 15-day free trial.
Enterprise archiving vendors charge per-seat on annual contracts, plus a hefty setup fee. Turret is $99/mo, month to month, no setup fee, and you can start it yourself in minutes.
The components
Interactive previews of the real product surfaces — the same layouts and vocabulary compliance officers work in every day, shown here with demo data.
AI-triaged outbound mail. Filter, escalate, resolve.
Click a pattern below to see how Turret scores it — Claude Haiku.
Direct SEC Marketing Rule 206(4)-1 violation. "Absolutely guarantee" + "zero risk" are textbook prohibited language in adviser communications.
Material non-public information shared outside a research wall. Trigger for Reg FD review and likely escalation to legal/compliance counsel.
SSN-format match. Likely legitimate operational message, but unencrypted PII in transit warrants channel review for the firm's data-handling policy.
Explicit invitation to move business communications off the recordkeeping channel. Recordkeeping-rule (17a-4) risk; surface to CCO.
Search every word across your full 7-year retention, instantly.
SHA-256 attestation across every archived message.
Every alert action recorded as an immutable activity row. Per-alert audit timeline at /alerts/:id. Cryptographic integrity attestation across the full archive.
Three steps from authorizing your Workspace to your reviewer seeing their first flagged email. About thirty minutes, end to end.
Authorize Turret to read outbound mail. About thirty minutes with a guided setup wizard — no IT lift required.
We scan outbound mail continuously and flag potential issues. AI triage rates each alert so reviewers see signal, not noise.
Your compliance team reviews each alert, marks the disposition, and escalates when needed. Every action is logged for audit defensibility.
Most surveillance products dump noise on your compliance officer. Turret hands them a prioritized list with explanations. Here's how it works.
AI Triage Assessment
92%
Email explicitly promises "absolutely guarantee double-digit returns" and claims "zero risk" — direct violations of SEC Marketing Rule 206(4)-1 prohibiting performance guarantees and misleading risk statements. This is not routine business language or a legal footer.
claude-haiku-4-5-20251001
2026-04-29 22:09:54 UTC
will absolutely guarantee double-digit returns this year. There's zero risk
AI Triage Assessment
5%
DHL tracking numbers are 10–11 digits; this appears to be a formatted tracking number coincidentally matching the credit card regex. No PCI/PII violation indicated.
claude-haiku-4-5-20251001
2025-08-22 01:00:31 UTC
Tracking number: 9012 3847 2910 4821
Two real outputs from Turret's AI triage. Confidence scores reflect genuine model output — we don't manufacture them for marketing.
Three capabilities the surveillance + archive + audit-log components above sit on top of — the pieces an examiner cares about when they ask "who can see this, and how is access controlled?"
Marketing rule violations. MNPI references. PII exposure. Off-channel signals. Pre-configured, extensible.
Invite your compliance consultant or fractional CCO. They review alerts and archive without ever touching your Workspace.
Google Workspace (Domain-Wide Delegation) or Microsoft 365 (an admin-consented app). We can read, we cannot send or modify. Revoke from your admin console at any time.
Everything included — 7-year SEC-compliant archive, AI-triaged alerts, and a full audit log. Monthly, cancel anytime, and no setup fee, ever.
Includes 5 users · +$25/user after that.
No setup fee, no per-seat contract. Enterprise archiving tools typically charge a hefty implementation fee and lock you into an annual contract — Turret is $0 to start and month to month. Larger firm or custom compliance needs? Talk to us.
No. Turret connects through your Google Workspace or Microsoft 365 admin controls. No agents, no browser extensions, no employee downloads.
Both. Turret connects to Google Workspace (via Domain-Wide Delegation) and to Microsoft 365 (via an admin-consented Microsoft Graph app). Either way access is read-only, authorized by your admin, and revocable at any time.
About 30 minutes for the initial Workspace authorization. Your historical scan completes in 1–3 hours depending on mail volume. We're with you on a screen-share for the first onboarding.
Turret captures, indexes, and preserves email per SEC Rule 204-2(a)(7). Export tools let you respond to information requests quickly. We're not a substitute for a compliance officer or attorney — we're the infrastructure that makes their job easier.
15-day free trial. Or book a 30-minute demo — no commitment.