Features for Partners

  • Brand Reinforcement – We know you have worked hard to gain your clients trust and so from the beginning we knew our software needs to show your brand, not ours
  • Reporting Model Management Mapping tools (aha)
  • Ability to pull in other data
  • Client license management tools
  • Goal Management input screen
  • Consultant management
  • Server Management
  • Visibility into your customer upload issues

“The ability to onboard new clients without having to change their existing accounts is game changing"

Existing Peer Comparisons Customer