Price the implementation around a real guided trial, not a generic software demo.
Start with a dedicated workspace, prove the onboarding flow, then move into the rollout package that matches your team size and operational needs.
Solo advisors and small RIAs that want a branded rollout fast.
We stand up your workspace, branding, advisor access, and guided launch flow in days instead of weeks.
RIA teams that need shared ops visibility, better follow-up, and cleaner reporting.
Adds stronger workflow for multiple advisors, team review, and a tighter handoff from prospect to funded household.
Firms that want custom domains, integrations, and a more embedded client onboarding stack.
Best fit when onboarding needs to plug into your CRM, compliance review, and downstream operations.
Create a guided trial
We provision a dedicated workspace with client onboarding, advisor access, and a review path instead of a shared fake demo.
Run your actual intake flow
Use the live onboarding link on desktop or mobile, complete a submission, and review it in the advisor dashboard.
Decide your rollout package
Use the trial to scope branding, advisor seats, exports, and integrations so the paid rollout is clear and specific.
Launch your branded workspace
Move from trial to live with your chosen package, production credentials, and the operational pieces your team needs.
Use add-ons to turn a clean launch into a deeper operational system.
Custom domain and deeper branding
For firms that want a more embedded client experience instead of a standard app-domain rollout.
CRM, webhook, and ops integration
Use the rollout to wire Marengo into your downstream follow-up, alerts, or CRM pipeline.
Higher-touch implementation
Best for multi-advisor teams that want help structuring access, workflow, and internal rollout.
Start with Guided Launch or request a higher-touch rollout.
The trial is the proof step. Paid rollout is where we turn the working flow into the version you can actually sell and operate.