Module
Distributor onboarding — Register, subscribe and be live the same day.
Without it
What this costs you today.
Most platforms in this category take weeks to turn on, and the delay is administrative rather than technical. That is a poor first impression from a system you are trusting with your whole book.
What it does
Business rules, not adjectives.
Firm registration with ARN and EUIN verification.
Routing entity credentials provisioned per tenant, never pooled.
Product classes enabled per firm — only what you actually sell.
Users created and placed in the hierarchy as part of setup.
Existing book imported into a sandbox before anything goes live.
Coverage
Which product classes this covers.
Applies to every firm on the platform, including white-label tenants.
How it works
Three or four steps, in order.
Register the firm
ARN or RIA code verified as yours.
Provision connections
Routing entity and feed credentials, tested before use.
Enable and import
Your classes turned on, your book loaded into a sandbox to inspect.
Questions about distributor onboarding.
How long does setup take?
Setup timings are confirmed from real onboarding engagements rather than estimated. The migration playbook gives the shape of a full book move in the meantime.