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Configure license

QEW / Wealth Advisor Dashboard

Custom scope with compliance review.

Enterprise storefront rule

Checkout appears here only after a plan is marked active and mapped to an approved Stripe price. Until then, this route creates a tracked scope request for CRM, Service Desk, and fulfillment review.

Regulated scope

Request scope

inquiry only
  • Financial dashboard
  • Advisor coordination
  • Audit trail
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