For Advisors & CPAs
Document your practice.
Organize your clients' records.
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 a timestamped record of the reminders you sent.
$97/mo Essential. Full refund of your first payment within 30 days, on any advisor plan. Cancel anytime online.
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
- Append-only audit log of reminders sent
- At-risk alerts with time to intervene
- Advisor Protection Reports of reminders sent and attestations signed
- Automated compliance workflow you can trust
Everything you need to document and organize 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
A per-client report of reminders sent and attestations signed, with timestamps.
Multi-Channel Reminders
Email and in-app today; SMS is coming in v1. 6-level escalation from gentle nudge to urgent alert. You set the cadence.
Compliance Analytics
Portfolio view of client scores and at-risk alerts, so you can see who needs a nudge.
Strategy Marketplace
Discover new material participation strategies for your clients — fractional jets, battery storage, equipment leasing, and more.
$97/month for up to 25 clients
Compliance dashboard. Protection reports. Or $970/year. Need unlimited clients, 5 seats, and a custom domain? White-Label is $1,970/year, annual only.
Get StartedFull refund of your first payment within 30 days, on any advisor plan. One refund per business. Cancel anytime online.