WiserAdvisor is designed to be flexible in order to meet the requirements of a given advisor or compliance department.

• Customized licensed states selection
  Advisors are able to select exactly which states they are currently licensed in as well as indicate where they are willing to get licensed and where they are able to practice under the de minimus rule.



• Customized contact process
  Advisors can be sure that they will only receive leads from their local area by specifying that they are only willing to work in person.
  
  
• Customized net worth and portfolio selection
  If a company has certain net worth and portfolio size rules, advisors have the option of setting minimum net worth and/or portfolio size requirements.



• Customized group administration
  In order to facilitate companies with large numbers of advisors in the system, we offer streamlined group signup, administrative interface, and payment options.