This creates a real advisor user, firm, owner membership, protected session, security defaults, and an empty live-data watchlist—without demo credentials or stale sample prices.
Real firm workspace
Persistent database record
Owner permissions
Invite and manage advisors
AI and briefing
Advisor-controlled workflows
Beta security
Protected sessions and governance
Additional advisors should not create separate firms. Invite them from the workspace so their account is attached to this firm and assigned the correct role.
Firm owner signup