Take your free trial and you will have full access to a Sponsor dashboard where you can get first hand insight into the amazing possibilities the Portal offers you.
Make your Portal account unique by adding your logo, company name, colours and profile.
Take the tour of your demonstration client account – this is the one you will show to your clients if you subscribe as a Sponsor.
Create sample packages for clients and try out the invitation builder. As you build dummy packages you will see the actual costs and revenues of each one.
Add your own content to Advisor Toolkits and experiment with Partner invitations. Get ready to develop powerful recurring revenue streams.
The Portal is very intuitive but we all need help sometimes and so you are welcome to join our regular webinars, watch the help videos and access the Technical Helpdesk for support when you need it.
When you want to start creating real client accounts you will need to subscribe. It’s easy to input your payment details which we also use to pay your revenue share to when your clients start subscribing.