Getting started
Set up your firm in about an hour: branding, team, KYC, reviews, your first household and plan.
Your free trial
Every new firm gets 14 days with every feature. Choose a plan in Settings → Billing any time; your data stays as it is.
Follow the guide
The Guide button on the dashboard lists the set-up steps. Each one ticks itself as you go: branding, inviting your team, checking the KYC questionnaire, review cadence and agendas, deciding on AI, your first household, a plan, a portal client and billing.
After set-up, the guide becomes a monthly sweep: overdue reviews, KYC waiting for approval, overdue tasks, meetings to wrap up and AI drafts left waiting.
Roles
Owners and admins manage the firm, billing and settings. Advisors run households and sign KYC. Associates prepare work for advisors. Compliance reviews KYC, shared plans and AI drafts. Read-only members can look but not change anything, and don't take a seat.
Languages
The advisor workspace, the client portal and this help centre are available in English and French. Use the Language switch to change yours; AI drafts are written in the language you're using.