Privacy and data handling
RIA Site Score is designed to collect only what is needed to run a public-page advisory-firm website assessment, unlock the report, and discuss the findings with you.
Effective July 16, 2026What the audit processes
The scanner temporarily reads publicly available HTML, response headers, robots.txt, sitemaps, and same-site links from the website you submit. It does not log in, submit forms, access private analytics, or retain downloaded HTML.
What is stored
We store the normalized website address, compact signals extracted from the public pages reviewed, short supporting excerpts, crawl coverage, audit scores, findings, and the generated report. If you unlock the full report, we also store your first name, email, optional company, consent record, referring-site origin, landing-page path, and whitelisted campaign tags.
What is not stored
We do not persist raw website HTML, account credentials, private analytics, full browsing history, full referring URLs, or visitor IP addresses in the lead database. We do not sell personal information.
Automated page review
When the detailed report is generated, selected text and signals from the public pages reviewed may be sent to Anthropic for an evidence-limited language-model assessment. The model is instructed to treat website text as untrusted evidence, not as instructions. Measured crawl counts and technical checks are calculated in code rather than supplied by the model.
How the information is used
Audit and lead details are used to create and display the report, understand its source, and follow up about the findings and potential website work when you ask us to. Hosting, database, and automated-review providers process this information only to operate the service.
Retention
Audit and lead records are automatically pruned after 180 days. Records may be removed sooner when they are no longer needed or when a valid deletion request is received.
Your choices
You can run the preview without submitting contact details. To request deletion or correction after unlocking a report, reply to any follow-up message you receive and identify the audited website.