Apply for January 2026 Pilot Program
Limited pilot spots available for RIA platforms and large RIA firms committed to systematic analysis tools and clear professional responsibility framework.
Pilot Overview
What's Included:
- FINRA 2111 suitability analysis framework
- 73-rule risk identification system
- FinCEN-aligned AML risk assessment tools
- Business-owning HNWI niche (production-ready)
- In-meeting scenario analysis capability
- Complete documentation and audit trail
- Direct access to development team
- Influence on feature priorities
- Early adopter pricing
Pilot Duration:
January 2026 launch - 3-month initial pilot period with option to extend
What We Provide:
- • Comprehensive onboarding and training
- • Direct support from development team
- • Priority for enhancement requests
- • Regular check-ins and feedback sessions
- • Early adopter pricing advantages
What We're Looking For
Ideal Pilot Partners:
Platform Requirements:
- RIA platforms with 50+ advisors OR large RIA firms
- Strong compliance and supervisory culture
- Commitment to systematic analysis methodology
- Understanding of decision-support tool positioning
- Willingness to provide structured feedback
- Advisors serving business-owning HNWIs
Pilot Commitments:
- 5-10 advisors actively using platform
- Regular feedback on analysis tool effectiveness
- Compliance review of documentation approach
- Willingness to provide testimonial upon successful validation
- Participation in post-pilot case study (if appropriate)
Application Process
Submit Application
- → Complete application form
- → Provide platform/firm information
- → Describe advisor network
- → Explain pilot interest
Qualification Call
30 minutes
- → Review platform fit
- → Discuss needs
- → Explain pilot structure
- → Assess mutual fit
Technical Review
45 minutes
- → Deeper demonstration
- → Architecture discussion
- → Security review
- → Customization options
Pilot Agreement
- → Review legal terms
- → Finalize scope
- → Establish metrics
- → Sign agreement
- → Schedule onboarding
Application Form
Timeline and Next Steps
Within 2 Business Days
- → Application review
- → Email confirmation
- → Initial fit assessment
Within 1 Week
- → Qualification call scheduled
- → Or polite decline (if not fit)
If Qualified - Week 2
- → Technical review session
- → Pilot structure discussion
- → Q&A about capabilities
If Proceeding - Week 3-4
- → Pilot agreement review
- → Onboarding scheduled
- → January 2026 launch
Questions Before Applying?
Contact: admin@getvelocityiq.com
Subject line: "January 2026 Pilot Inquiry"
We're Happy to Discuss:
- • Whether your platform/firm is a good fit for pilot
- • Specific capabilities and legal positioning questions
- • Technical requirements and integration considerations
- • Pilot structure and commitment details
- • Post-pilot options and pricing
IMPORTANT NOTICE:
Application for pilot program does not constitute agreement or commitment by either party. Pilot participation subject to execution of pilot agreement containing specific terms regarding tool usage, responsibilities, liability limitations, and other conditions.
VelocityIQ provides decision-support tools. Advisors remain solely responsible for all determinations, recommendations, and compliance obligations. Use of VelocityIQ tools does not ensure regulatory compliance or eliminate advisor liability.
Pilot agreement will include detailed terms and conditions, limitations of liability, warranties and disclaimers, and allocation of responsibilities. Legal review by your counsel is strongly recommended before signing pilot agreement.
By applying, you acknowledge understanding that VelocityIQ provides technology tools, not investment advice or regulatory compliance services, and that professional responsibility for all advisory activities remains with licensed advisors and their supervising firms.
Ready to Join January 2026 Pilot?
Limited pilot spots for platforms committed to systematic analysis tools with clear professional responsibility framework.