Everything you need to Launch & Grow your product
FAQ
After reading this section, if you still has questions, feel free to contact us however you want.
How does product exposure work on Surmount?
You publish your strategy or product and Surmount presents it in a clean standardized format that advisors and households can easily explore. Your content becomes discoverable through search categories and recommendations.
What types of products can be published?
Strategies built through Simple builder, Logic builder, IDE builder, or Agent builder can all be published. You can also publish structured products, alternative ideas, and model based strategies.
Who can see my product?
Your product is visible to households and verified advisors who browse the marketplace or receive personalized recommendations.
Are insights backed by data
Yes. Agents use market data, performance trends, and portfolio analytics to generate objective insights.
Do I need marketing materials before publishing?
Not necessarily. Surmount formats your information into a standardized profile so advisors can understand it quickly without needing long documents.
Do I need to manage the system
No. Agents operate automatically once preferences are set. You only step in when action is needed.
Can I update my product after publishing?
Yes. You can update details performance or documents at any time and the page updates automatically.
How do investors contact me if they want more information?
Advisors can reach out directly through your product page using your listed contact channels.
