Get Started with a Free Trial

To begin your free Knowledge Manager 15-day trial, you first add yourself as your group's administrator, then add accounts for your colleagues.  

All you need to do is:

  1. Go to our "Sign Up" page (link will open in a new window). Enter your E-mail, First and Last Name, and the name of your Organization
  2. Click on Create new account. (Leave "Wealth Management" selected as your Organization Type.)
  3. Check your e-mail in-box for a message from CUYsoft Knowledge Manager Administration with the subject of "Account Details for..."
  4. Open the e-mail and click on the first link to activate your account.  You'll be taken to the Knowledge Manager, where you click Log in, and then set your password.
  5. You'll be asked to review and acknowledge our Subscription Agreement. Then you'll be taken to our welcome page.
  6. You are now ready to use Knowlege Manager.

Start your 15-day free trial