fabeetle is a platform where clients can rate, review and research financial advisors,
the firms they work for, and the products and services they offer. This platform allows
the truly talented and experienced FAs and firms to emerge from the negative
perceptions and connect with an educated customer who is actively seeking that expertise.

Beta Registration for Clients

Tuesday, August 25, 2009 at 3:15pm

We now allow clients to sign up for early access to the fabeetle platform beta. Invitations are scheduled to go out towards the end of the year but you can secure your participation by signing up now.

Who is a client?

The fabeetle platform brings together financial advisors, their clients, and potential clients. When we say client, we are referring to anyone that is not a financial advisor and not a financial services firm.

Who should sign up?

Clients who would like early access to the powerful tools that fabeetle is developing should sign up for the beta program.

What is a beta participant expected to do?

All we ask of beta participants is to log in to the site and provide feedback. That's it.

What do I get in return?

Clients will be allowed to use what we see as a game-changing platform much sooner than it will be available to the rest of the public. Financial Advisors also have beta access so clients will be able to interact with FAs who we would consider early adopters. In addition we plan on running several contests among beta participant members and this would give you the ability to participate and any such events.

What is the difference between this beta and the FA beta?

Financial Advisors and financial services firms interact with fabeetle in a different way than clients. The primary difference is that FAs and Firms have a choice between a free and paid memberships, while clients never pay to use fabeetle. You should know that while FAs do have access to premium memberships, their paid membership does not affect their rating, rank, or discoverability in the site or through the powerful tools fabeetle is offering. The fee they pay simply allows the access to some of the more complicated technologies that we have put together. When FAs sign up for the beta they get access to all the tools and do not have to pay the premium membership fee for a period of time.

How do I sign up?

Use the signup form on our home page.

What if I don't want to help anymore?

You will have the ability to manage your account status through your dashboard.

Thanks for your interest. Email us at info@fabeetle.com if you have any questions.

 

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