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:
- 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
- Click on Create new account. (Leave "Wealth Management" selected as your Organization Type.)
- Check your e-mail in-box for a message from CUYsoft Knowledge Manager Administration with the subject of "Account Details for..."
- 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.
- You'll be asked to review and acknowledge our Subscription Agreement. Then you'll be taken to our welcome page.
- You are now ready to use Knowlege Manager.