Instant trial request
Create a polished live trial and start using it right away.
This is the handoff from marketing to product use. We provision a real advisor workspace with onboarding, dashboard access, and review flow so the trial already behaves like the product you would buy.
No credit cardDedicated workspaceBuyer context capturedNo sales call required
Selected package
Growth Team
$2,000 setup and $399/mo
RIA teams that need shared ops visibility, better follow-up, and cleaner reporting.
Up to 10 advisor logins
Shared review queue and flags
Trial analytics and lifecycle events
PII minimization and audit trail controls
Priority launch support
Tell us who the rollout is for
Better context means a better trial, better follow-up, and a cleaner rollout recommendation.
Use the live trial to validate the feel before you pay for rollout.
What happens next
We create a dedicated advisor workspace for your request.
We preload realistic sample households so the dashboard and reporting are useful on first login.
You receive onboarding, dashboard, and login links.
Your team can review client briefs, risk mix, open flags, and top goals immediately.
You use that proof to choose Guided Launch, Growth Team, or a deeper rollout.
Best use of the trial
Start in the advisor dashboard, review the seeded households and reporting, then run one additional sample submission and use the walkthrough and trust center to sell the rollout internally without waiting on us.