For Advisors & CPAs
Protect your practice.
Protect your clients.
You sold them the strategy. Now you need to know they're meeting the requirements. ParticipationPro gives you real-time compliance visibility, automated reminders, and an immutable audit trail that's your legal shield.
$29/mo Essential. 30-day free trial. No credit card.
Without ParticipationPro
- ✗No visibility into which clients are behind pace
- ✗No documentation proving you reminded them
- ✗Year-end scramble when it's too late to catch up
- ✗Full liability exposure when clients lose benefits
- ✗Reputation risk across your entire practice
With ParticipationPro
- Live dashboard showing every client's compliance score
- Immutable audit log of every reminder and acknowledgment
- At-risk alerts with time to intervene
- Advisor Protection Reports for legal defense
- Automated compliance workflow you can trust
Everything you need to protect your practice
Client Portfolio Dashboard
Every client's Compliance Score, pace indicator, last log date, and risk level — in one real-time view.
At-Risk Alerts
Automatic notifications when clients fall behind pace, miss logging windows, or skip required tasks. Intervene before year-end.
Advisor Protection Reports
Per-client PDF documenting every reminder sent, every acknowledgment received, every notification delivered. Your exhibit A.
Multi-Channel Reminders
Email, SMS, push, in-app. 6-level escalation from gentle nudge to urgent alert. You set the cadence — the platform enforces it.
Compliance Analytics
Trends over time: average score, at-risk rate, training completion. See which strategies and client segments need support.
Strategy Marketplace
Discover new material participation strategies for your clients — fractional jets, battery storage, equipment leasing, and more.
$29/month to protect your entire practice
Unlimited clients. Compliance dashboard. Protection reports. Audit packages. Or $290/year and save $58.
Start 30-Day Free TrialNo credit card required