This license includes the following:
- Access to the HeyAdvisor library and new pieces added each month
- Onboarding call for CUFM advisors (if needed) to provide guidance on how to navigate through the library
- Ability to request content
- Guidance on integrating content - how to leverage to increase
engagement and get the most out of it
- On-going process to vet content and have CUFM approve pieces before they are added to the advisors library
- Control by CUFM over which pieces do and do not display in CUFM advisor’s libraries
- Custom disclaimer on all branded landing pages hosted on HeyAdvisor
- 1 corporate licence- custom branded landing pages with CUFM colours and branding
- Up to 5 individual advisor licenses
- Ability to embed content directly on the CUFM website
- Customization of all videos with CUFM logo added to beginning
Payment terms
- $18,000 + HST annually, billed quarterly
