Experivise
Training & Support

Go from new
to proficient, fast.

Role-based training, live webinars, priority support from wealth-tech specialists, and a dedicated success manager who actually knows your firm.

Benefits

A team that learns together, stays together

The best software in the world fails without adoption. We treat training and support as the product — because your team's fluency is what makes Experivise work.

Role-based learning

Advisors, ops, compliance, and executives each get a track tuned to what they actually do. No 'watch this 4-hour generic overview' drudgery.

Priority support

Reach a wealth-tech specialist — not a tier-1 triage bot. Fast, specialist support during business hours, with weekend coverage for anything urgent.

Dedicated success manager

One named person who knows your team, your workflows, and your quarterly goals. Quarterly business reviews are their idea, not yours.

Experivise Academy

On-demand tracks for every role

Self-paced video modules, transcripts, and certification quizzes — one track per role. New hires complete their track before their Experivise login is even provisioned.
  • Role-based tracks (advisor, ops, compliance, exec)
  • Video modules with searchable transcripts
  • Certification quizzes to confirm fluency
  • Progress dashboards for firm leaders
Live Webinars & Office Hours

Real humans, real questions, every week

Weekly office hours with the Experivise success team, plus topic-focused webinars — workflow design, compliance, reporting. Recorded for anyone who can't make it, indexed for anyone who wants the 90-second answer later.
  • Weekly office hours — bring any question
  • Topic-focused webinars (workflow, compliance, BI)
  • Recordings with searchable chapter index
  • Firm-private training sessions on request
Priority Support

A response from someone who knows wealth tech

Priority channel routes directly to our specialist team. Most answers come back with a video loom and a linked workflow — not a copy-pasted help article.
  • Priority in-app chat and email channel
  • Fast, specialist support during business hours
  • Escalation directly to engineering for bugs
  • Status page with real-time uptime visibility
Success Manager

One person who's on your team

Your success manager runs quarterly business reviews, surfaces features you're not using yet, and is the single escalation point when anything feels stuck. Not a 'customer success' inbox — a name, an email, a calendar link.
  • Named success manager for every Growth+ firm
  • Quarterly business review with benchmarks
  • Usage and adoption reviews with the exec team
  • Roadmap preview and early access program

Meet your future success manager.

A 30-minute intro call with the person who would run your Experivise partnership — so you know who you're hiring before you sign anything.

Schedule a Demo