Clients walk in. Distribution-request impersonation waits at the door. Your record stays clean.
Numbers from public sources, attributed below each card. None of these problems are hypothetical.
Source: FBI IC3 Internet Crime Report 2023
Source: IBM Cost of a Data Breach Report 2024
Source: Verizon Data Breach Investigations Report 2024
Three concrete scenarios, written for this audience.
Every client you have ever emailed is on your guest list automatically. Your existing book walks in. New prospects have two paths: pay a small cover charge that takes seconds and land in your inbox, or wait in the unverified folder for you to review on your schedule.
A scammer sends a "client" request to wire $50,000 to a new account. Without a guest-list entry or a cover charge, the email never reaches you. You make the verification call on your own clock, with your own clients, on numbers you already have.
Schwab, Fidelity, your B/D, and your compliance vendor are on your guest list. New cold pitches from CRM vendors, lead-gen services, or wholesalers do not interrupt. Your inbox stays focused on the work you actually do.
Rythm is not an archiving service, not a books-and-records solution, not a compliance review tool, and not a substitute for the verification call you make before any client distribution. It does not store email content, does not interact with your custodian, and does not modify the audit trail your archiving vendor maintains. Rythm sits in front of your inbox and decides who gets through. Everything else stays where it lives today.
Keep your existing Gmail or Outlook. Cancel anytime.
Annual on Lightning includes one bonus month. See full pricing.
Curated for this audience.
A field guide for solo and small-team advisors on inbox protection and impersonation defense.
What changes for a registered investment adviser firm, and where the inbox layer fits.
A plain-English order of operations for small firms.
Keep your existing Gmail or Outlook. $1.65 per month. Cancel anytime.
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