Advisor relations

Contact Plan B Residency

Use this channel for enterprise access, custom comparison requests, broker introductions, and diligence on how our research fits your supervisory framework. Qualified RIA, broker-dealer, and family-office inquiries receive a substantive reply within one U.S. business day.

Partner inquiry

Submit the form to initiate a capabilities review, request API or data-feed documentation where available, or queue a broker introduction after your internal conflicts review.

State regulatory affiliation (SEC/FINRA/state RIA), approximate AUM, typical client nationality mix, and whether you require EU RBI, Caribbean CBI, or multi-jurisdiction comparison. Omit client-identifying data.