FirmOS Client Onboarding Questionnaire
The below questionnaire will help us accurately and efficiently deploy the app to your firm. Please reach out to support@firm-os.com with any questions. Thank you!
FIRM OVERVIEW
Firm Name
*
Firm Number
*
What Time Zone is your agency located in?
*
Please Select
EDT
CDT
MDT/MST
PDT
ADT
Primary Office Location
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
PROJECT TEAM & STAKEHOLDERS
Who is your FirmOS Champion?
*
First Name
Last Name
Title
*
Email
*
example@example.com
Who Will Be The Primary Point of Contact For This Project?
*
First Name
Last Name
Title
*
Email
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Who Else Will Be Involved in the Implementation?
Please add name, title, department, and email
Who Else Should Receive Project Communications and Updates?
FIRM STRUCTURE & OPERATIONS
How Many Staff Members Does Your Firm Have?
*
How Many Advisors Are Affiliated With Your Firm?
Which Departments or Functions Currently Exist Within Your Organization?
*
IXP Advisor Recruiting
EXP Advisor Recruiting
Contracting & Licensing
Onboarding
New Org (Year 1-4 Advisors) Activity Tracking
New Business
Financial Planning
Internal Wholesaling/Opportunity Tracking
Brokerage
Operations
Traction/L10 Tracking
Human Resources
Staff Recruiting
Marketing
Events
Compliance
Technology
Data Analytics & Reporting
Advisor Communications
BILLING & CONTRACT INFORMATION
Who Is The Billing Contact?
*
First Name
Last Name
Title
*
Email
*
example@example.com
Who Should Receive the FirmOS Agreement/Contract?
*
First Name
Last Name
TItle
*
Email
*
example@example.com
SYSTEM ADMINISTRATION & ACCESS
Who Will Be Your Firm's Primary FirmOS System Administrator?
*
First Name
Last Name
System Administrator Email:
*
example@example.com
System Administrator MM ID Number:
*
Please include "AE" or "AA"
Will There Be a Secondary System Administrator? (If Applicable)?:
First Name
Last Name
System Administrator #2 Email:
example@example.com
System Administrator #2 MM ID Number:
Please include "AE" or "AA"
Do Any Staff Members Use Vanity Email Domains?
*
Please Select
Yes
No
Not Sure
Example: user@yourfirm.com instead of user@financialguide.com
If Yes, Please Provide Additional Details.
Do you have any staff members who are technically on a Broker Contract and login to OKTA with an AA, rather than an AE?
*
Please Select
Yes
No
Not Sure
If Yes, it will require special approval from MassMutual to access the FirmOS Compass Tile
If Yes, Please Provide the Staff Member's Name and MM ID #
BRANDING & APP CUSTOMIZATION
What Would You Like Your FirmOS Site URL to be Called?
*
Example: yourfirm.firmos.com
Please Upload an Image of Your Firm's Logo:
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Primary Brand Color(s):
Hex value preferred (Example: #003366)
Do You Have Brand Guides Avaliable?
Please Select
Yes
No
Please Upload Materials
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Submit
Should be Empty: