10. Managed Futures are Already in My Portfolio. My Account is at a Major Clearing Firm. How Can I Integrate SafeMoneyMetrics ™ into What I'm Already Doing? 

Tell your advisor what you want. If you need us, we are happy to speak with them. SafeMoneyMetrics™ as a stand alone risk management or consulting service is registration exempt. It can be marketed and used by anyone. http://analysis.safemoneymetrics.com/CRMdescription.html

PS If your advisor becomes an Affiliate, we suggest that you also register and allow yourself to be paid 5% of whatever develops. You are a catalyst for the greater good in other peoples lives, pay yourself! 

11. If I Subscribe or License the Advisor Analysis Software and Cancel, How am I Compensated for Business That was Already Developed?

You are compensated at the same rate for the life of all business that you developed. Nothing changes!  

12. As an Affiliate How do You Track Leads Coming From Me?

Tracking works in two ways:

Automatic: All affiliates have an ID, when you register you receive an email with a special URL, a link that you can give to other people. When a possible customer clicks on that link, our system records the referral. If that person ends up creating an account then the account is tagged with the ID of the affiliate. At the end of the month we check how much that account generated and you are paid. The affiliate program also uses cookies.

Manual: When unable to give links to the customer, maybe speaking on the phone or in the street, you tell the customer "When you use the analysis, you are asked for a referral code, please use my name. When that customer creates an account our system detects that there is no automatic referral and uses the affiliate name to get the ID. In these cases we manually check what was entered to see if there was an affiliate involved. If so we tag the client account with your ID then everything works automatically. For several reasons we cannot automatically tag the account just based on what the customer entered - or maybe we can, we are not sure right now.

If people are careful all referrals can be automatic. If people need help automating their referrals, we can do it.