ADVISOR FEATURES
Send Unlimited Invites
Generate On-Demand 1st Party Risk Reports
Personalize and Custom Branding
Access Client Record Directly
Collaborate with Client (Modfiy and Leave Comments)
Evaluate and Approve Cyber Maturity Submissions
Access Client's 3rd Party Risk Management Module
Generate On-Demand 3rd Party Risk Reports
Bronze
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X
Silver
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Gold
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Let Us Help You
Become a More
Profitable
Advisor
Step 1
Send Inclusion Score link to your partners so that they can
send to their clients
Step 2
Manage onboarding of clients to the platform, so that you can watch herd compliance
Step 3
Help clients manage both compliance and the discovery of sensitive D&I information.