Welcome to Amoré

Thank you for your interest in Amoré. The first step to getting you started is a short onboarding call where we will verify your set up and go over the basics.

On the call we will go through the following checklist covering the information needed for set up.

One important piece of information we need before you can start selling Amoré is your Advisor Disclosure Form, please have this available for the call. If your Advisor Disclosure Form is in ThinkPort it should automatically be uploaded to RiskDX. Also you may want to change this form as we recommend that you don’t require a signature on this form, which is optional for the Disclosure Requirements.

Also on the call we will ask which plan you wish to be on - the free standard plan or the paid premium plan. Please see details here.