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RIA & Advisor Membership
RIAs choose onboarding experience for Advisors based on their needs.
Each advisor joins Trayecto through a membership and RIAs pay a monthly software licensing fee based software usage.*
We’re currently in a private Beta and only onboarding select users through our Premium membership. Details below.
*Details to be discussed with our sales team
Premium Membership
Private Beta Onboarding
This cohort-based onboarding includes an education bundle plus software to help RIAs supercharge their entire equity comp planning practice and includes all the benefits of the Standard membership.
Apply for cohort today
Standard Membership
Coming soon
Self-guided software onboarding includes access to knowledge center, community forum, and ongoing events like webinars and AMA sessions.
Join the waitlist
What members get
EMPOWERMENT
Knowledge Center
Case studies, resources, tutorials, workflow support, plus CFP® CE eligible Equity Comp Master Class for Premium Membership.
COMMUNITY
Advisor
Forums
Collaborate and learn with forward thinking advisors who are passionate about doing world class work for their clients.
MODERN TECHNOLOGY
Planning Software
Seamless equity comp analysis to model decisions like option exercise or liquidity events with dynamic tax projections that identify tax under withholding.