Request a free mutual-fund portfolio review
This creates a real lead row in the launch CRM, keeps the support trail visible, and shows the current assisted execution/distribution posture before anyone proceeds.
Lead handling
Real launch CRM row with follow-up notes and owner status.
Partner rail
Wealthy / assisted review lane
Disclosure mode
Educational review first, assisted distribution only where relevant.
Portfolio review request
Share the basics and the team can review your current mutual-fund mix, overlap, concentration, and next-step questions.
This request creates a real lead row in the launch CRM so the team can follow up even before a final white-label partner is chosen.
Before any assisted handoff, review Privacy, Terms, Commission Disclosure, Risk Disclosure, and Grievance.
What happens next
- Your request is saved in the launch lead desk immediately.
- The team can follow up even if the partner execution URL changes later.
- Any assisted distribution or execution handoff must still follow the visible commission and risk disclosures below.
Required trust routes before any assisted handoff
Review the trust, commission, grievance, and risk routes before treating any follow-up as a transaction-ready path.