Engineering substrate transparency aggregate substrate material not investment advice not advisory performance
For advisory firms
AI Readiness Self-Assessment
Downloading an AI agent is easy. Making it safe enough to put to work inside an advisory firm — constrained, recorded, and under human control — is the hard part. Seven questions, scored in your browser, to see where your firm stands and which open-source primitives close each gap.
What this is. A self-check of your AI setup's operational and engineering readiness, mapped to the open-source substrate Protocol Wealth publishes.
What this is not. It scores operational/engineering readiness only — it is not investment advice, not advisory performance, and not a compliance or legal determination about your firm. Your answers stay in your browser; nothing is submitted.
Engineering substrate transparency aggregate substrate material not investment advice not advisory performance
What this page is. A self-assessment of an advisory firm's AI setup against the open-source engineering substrate Protocol Wealth publishes. It scores operational and engineering readiness only. Aggregate substrate material; not investment advice; not advisory performance.
What this page is not. Not investment advice and not a personalized recommendation. Not a compliance, legal, or regulatory determination about your firm. Answers are scored in your browser and are not submitted to Protocol Wealth.
Protocol Wealth, LLC is an SEC-registered investment adviser (CRD #335298). Registration with the SEC does not imply a certain level of skill or training. Full regulatory disclosures are linked from the site footer.