What happens next

From account to your first portfolio result

Registration starts a plan-free 30-day trial. No card or paid plan is selected here.

1. 1

   Create the practice account

   Enter only your practice name and email.

2. 2

   Open the confirmation email

   Use its secure link to confirm the account.

3. 3

   Secure your sign-in

   Set a password, authenticator code and recovery codes.

4. 4

   Import up to 20 companies

   Your first import queues refreshes so you can review the first source-linked results.