Your client wants to wire $250k to a sponsor you've never heard of. Now what?

What you get

• Everything in Investor Premium, for every client
• Multi-client dashboard: every client's sponsors monitored in one place
• Branded fact reports with your logo
• PPM diligence on deals clients bring you (in development)
• Flat monthly price (about $300–500), because many RIAs can't take referral commissions without conflict
• White-glove onboarding: we load your client list so there's zero setup for you

How the pilot works

1. Tell us one sponsor your clients have actually asked about.
2. We build a free branded example report on that sponsor, with your logo.
3. Try it free on a few clients.
4. Our security page and data agreement are ready for your compliance team.