Fifth tier — Executive Portfolio Operator

Fifth tier is the start of entrepreneurship for the partner: multi-account authority (up to 8) plus access to the systems and software that run a desk — CRM, Projects & Tasks, reporting, and governed EA infrastructure.

It is not white-label and not a claim that a full community suite ships today. Community building tools are on the product roadmap for later.

Fee model stays honest: purchase the EA by tier; if you choose optional management, the share is 25% of net monthly profit per managed account (month-end).

Included orientation: CRM visibility, Projects & Tasks, portfolio coordination across up to eight accounts, executive reporting, and the risk/AI tooling that belongs with this seat count.

White-label branding and sub-user segmentation remain higher-tier infrastructure — Fifth tier is ownership of your operating system, not a reseller franchise.

Community building tools (partner forums, structured cohort tooling, deeper network features) are planned for later. This tier positions you for that path; it does not claim a full community product is live today.