Set Up Your Firm
Create the firm account, add your details, and bring your team in.
Setting a firm up takes about fifteen minutes. Do the branding properly while you are in there, because it is what your client families see.
1. Create the Account
Sign up and verify your email with the code sent to you, the same as any other account. The step that matters comes next.
Choose the Partner experience, not the Family one. This decides which product you land in.
If you pick the wrong one, Continue as a Family sits at the bottom left of the sign-up screens.
Log In and Sign Up as a Partner covers this in full.
2. Add Your Firm's Details
After Tell Us About Yourself comes Introduce Us to Your Company.
- Company Logo. Optional in the form, and the one field worth going back for if you skip it. Your logo is what white-labels the platform on a paid plan, so the families you invite see your brand throughout Total Family.
- Company Name, required.
- Segment, required. What kind of organisation you are, such as a Wealth Firm.
- Total Clients and Total AUM, chosen as ranges, with Website underneath.
- Referral Code, if you have one. It is checked as you type, and filled in for you if you arrived from a partner's link.
- Finish Setup creates the account and takes you to your dashboard.
Back keeps everything you have typed.
3. Your Trial Starts
The full advisor platform, and Premium for the families you invite, comes with the 30-day trial. When your network offers one, it starts the moment you select Finish Setup, with no card needed, and Your Premium Trial Has Started greets you on the dashboard.
Add a card any time to keep Premium. If you do not, the trial ends on the free plan and nothing is billed. A firm on the free plan can start a trial from Start Free Trial in the top bar. Plans and the Trial covers what happens at the end.
4. Invite Your Team
My Team is where colleagues are added.
Fill in their name and email, then pick a Role. The role sets what a colleague can change:
- Partner Admin can alter settings and billing.
- Partner Advisor has view-only access to the partner account, and works with the households assigned to them.
Choose deliberately. My Team covers managing the team table afterwards.
Next
With the firm set up, your first families covers getting households in and actually using it.