What is an Aero Advisor Account?

The Aero Advisor feature allows Aero users to open Aero accounts for their clients. These Advisor accounts remain connected to the firm's Aero account, allowing the firm to manage it. 

Firms can use Aero Advisor as a method to distribute knowledge to clients in an interactive, organized manner. Firms can create procedure guides and checklist templates that can be shared across all their Advisor accounts while being managed in a central location. 

Aero Advisor provides a framework for firms to create a recurring revenue stream for access to their knowledge capital. A firm can use Aero Advisor to franchise its operations or systematize its consulting business.

Advisor accounts can be white-labeled with the firm's logo.