For Strategy Vendors
Your strategy. Your standards.
Enforced everywhere.
You built the strategy. Now you need to ensure every advisor's client meets the participation requirements. ParticipationPro gives you portfolio-wide compliance visibility and standardized enforcement — across your entire network.
Vendor Basic is free. Unlimited strategies. No credit card.
Without ParticipationPro
- ✗No unified view of client compliance across advisors
- ✗Every advisor tracks differently (or not at all)
- ✗Client failures cascade to your strategy's reputation
- ✗No standardized training or requirement enforcement
- ✗No early warning when clients are falling behind
With ParticipationPro
- Portfolio-wide compliance dashboard across all advisors
- Standardized strategy configuration that cascades down
- Training content and requirement enforcement
- Automated reminder schedules with your escalation ladder
- At-risk client identification before problems become failures
Everything you need to protect your portfolio
Self-Serve Strategy Configuration
Define pathways, activity categories, hour requirements, and legal citations. Push updates that cascade to every advisor and client.
Advisor Network Dashboard
Compliance rates per advisor, at-risk clients across your entire network, real-time intervention capabilities.
Training Content Management
Upload videos, documents, quizzes. Set required vs. optional. Track completion rates across your entire client base.
Reminder Schedule Configuration
Define escalation ladders for your strategy. Your participation protocol, enforced automatically across every advisor.
Portfolio Analytics
Compliance heatmaps, at-risk cohort analysis, training completion funnels, evidence quality scores.
White-Label Branding
Your logo, your colors, your domain. Advisors and clients see your brand. Full control over the experience.
Already on the platform
CAVU Aircraft Group
Fractional Jet Ownership — fully configured with 3 participation pathways, 12 activity categories, 5 required tasks, and 3 training modules. 100% platform-ready.
Free to start. Scale when you're ready.
Vendor Basic is free — unlimited strategies, standard marketplace listing. Upgrade to Featured ($997/mo) or Premier ($2,997/mo) for premium placement and analytics.
Register as Vendor — Free