Advisor Code/Master Account Number
Your Name
*
Name of your Firm
*
Advisor Code/Master Account Number associated with Accounts that will be managed with PLASMA
During our testing and implementation of your instance of PLASMA, would you like Yayati to setup your Client Profiles?
Yes
No
Would you like Yayati to setup Client Profiles for all accounts associated with your Advisor Code/Master Account Number?
Yes, please set up Client Profiles for all accounts associated with my Advisor Code/Master Account Number
No, only selected accounts please
Please provide the Account Numbers that you would like for us to set up Client Profiles for
Would you like Yayati to anonymize the client names in PLASMA?
Yes
No
(Optional) Please upload your model portfolios so Yayati can setup and test as your instance is implemented
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(Optional) Please upload your template(s)
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