Measured Financial, Inc

If you are an advisor who wishes to complete an application on behalf of one of your clients, reach out to us at <a href="mailto:support@measuredhq.com" rel="nofollow noopener noreferrer" target="_blank">support@measuredhq.com</a> to receive an invite. Also visit <a href="https://help.measuredhq.com/en/articles/13536733-getting-started-as-an-advisor">Getting Started as an Advisor</a>.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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