Two steps to Qualify
To join this paid study, you need to pass two steps. If you pass the first screener, you'll be invited to complete the second on our partner's platform. Passing both grants access to the paid study.
We'd like a moment of your time
We are looking for financial advisors at RIAs and BDs of all sizes to provide feedback on a new agentic user experience designed to unify the full advisor experience as it relates to managing their clients - financial planning, portfolio management, meeting preparation, and more. Qualified candidates will be invited to provide feedback during a live walkthrough of our prototype, with potential follow-on sessions as the design evolves.
Share this project
Earn $20 when you refer a new Respondent user who earns $75 in total incentive.
Apply and answer screener questions to see if you qualify.
The researcher will then review your application and send an invite if you're selected.
Complete a project and get paid
Once approved, take part in the project and receive payment directly for your time and insights.
Frequently asked questions
Can't find the answer you're looking for? Please go to our Help Center.
Why is my participation incentive lower than expected?
Fulfillment Fee: Participants are paid the advertised incentive amount by the Researcher, less a 5% ($1.00 USD minimum) processing fee.
What is the status of my incentive payment?
Payments made from Researchers should always be completed in our platform and paid via Tremendous eGift