ACS — ALPHA CAPITAL SYNDICATE
STEP 1 — PRIVATE CLIENT DISCOVERY ASSESSMENT
Your journey begins with a short assessment so we can tailor your onboarding. We learn about:
Your market experience · Familiarity with trading and investing concepts · Familiarity with available markets · Trading technology experience · Platform and technology needs · Onboarding and education needs · Expectations for the ACS experience
The assessment is used only to personalize your onboarding. It is not used by Tickblaze to provide individualized investment recommendations, select strategies, or determine capital allocations on your behalf.
Deliverable: Personalized Client Onboarding Plan
STEP 2 — PRIVATE ONBOARDING & TECHNOLOGY SETUP
You’ll meet privately with your dedicated Private Client Success Manager, who will:
- Walk you through the ACS technology and Strategy Marketplace
- Guide you through connecting your supported brokerage account via the applicable third-party infrastructure
- Guide you through technology configuration
- Explain strategy analytics and how to evaluate historical performance information
- Show you how strategies are activated and deactivated
- Answer your platform questions and confirm you know how to use the marketplace
No technical experience required. We guide you through every step.
Deliverable: Completed Marketplace Technology Onboarding
STEP 3 — 30-DAY CLIENT REVIEW
About 30 days after onboarding, we review your experience with the platform, marketplace navigation, strategy analytics, available features, educational resources, and any technology questions or assistance you need.
If you’d like to reconsider strategies you previously selected, we can provide additional marketplace information, analytics, education, and platform assistance to help you independently evaluate the alternatives.
All decisions about strategy selection, allocation, activation, or deactivation remain solely yours.
STEP 4 — 60-DAY CLIENT EXPERIENCE REVIEW
Your final structured onboarding session. We review your overall platform experience, new marketplace features, recently added strategy providers, educational resources, best practices, and ongoing support.
By the end, you’ll know how to independently navigate the ACS marketplace and how to get help whenever you need it.
