For Strategy Vendors
Your strategy. Your standards.
Consistent across your network.
You built the strategy. Now you need to ensure every advisor's client meets the participation requirements. ParticipationPro gives you standardized strategy configuration, training, and reminder schedules — applied 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 reminder schedules
- ✗No early warning when clients are falling behind
With ParticipationPro
- One strategy configuration shared across the advisors and clients on it
- Training content and participation requirements in one place
- Automated reminder schedules with your escalation ladder
- Marketplace listing and commission tracking
Everything you need to document and organize your portfolio
Self-Serve Strategy Configuration
Define pathways, activity categories, hour requirements, and legal citations. Updates apply to the advisors and clients on your strategy.
Commission Tracking
Set up partnership compensation with the advisors who distribute your strategy, and review commission statements.
Training Content Management
Upload videos, documents, quizzes. Set required vs. optional.
Reminder Schedule Configuration
Define escalation ladders for your strategy. Your participation protocol drives the reminders sent for your strategy.
Marketplace Listing & Analytics
List your strategy in the marketplace and see how advisors discover and engage with it.
White-Label Branding
Set your logo and brand colors on your strategy. Sponsor co-branding with advisors is coming in v1.
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 featured marketplace placement.
Register as Vendor — Free