How it works
From strategy configuration to timestamped documentation
8 steps. Three tiers. One seamless workflow that turns material participation tracking from a compliance nightmare into an automated system.
Vendor configures strategy
Strategy vendor defines participation pathways, activity categories, required hours, training modules, and reminder schedules. Advisors and clients on the strategy work from that configuration.
Advisor subscribes
Advisor signs up, enables vendor strategies for their practice, configures white-label branding, and sets up their client communication preferences.
Client gets invited
Advisor sends branded invitation. Client creates account, signs the onboarding attestation, and provides a mailing address (used to ship the Binder, coming in v1). Calendar integration (coming in v1).
Client logs hours
Client logs material participation activities via manual entry or AI-assisted text entry. Each entry captures date, duration, category, description, and optional evidence. Voice logging and calendar sync (coming in v1).
Reminders fire automatically
6-level escalation: gentle → nudge → firm → urgent → advisor alert → advisor follow-up. Every reminder is logged to the append-only audit trail with its channel and send time. Email and in-app today; SMS reminders and SMS activity capture are coming in v1.
Monthly print-and-fileComing in v1
Planned for v1: the platform generates a monthly summary PDF, and the client prints, signs, dates, and files it in their physical Binder.
Records anchored to Bitcoin
Daily Merkle root of all audit entries, attestations, and evidence hashes anchored to Bitcoin via OpenTimestamps. Verifiable against the public Bitcoin blockchain.
Advisor Protection Report
The advisor can export a per-client report of reminders sent and attestations signed, with timestamps.
Full refund of your first payment within 30 days, on any advisor plan. Cancel anytime online.