An Enterprise is a group of advisor accounts managed together under one organization, such as a financial firm or broker-dealer, using a dedicated Snappy Kraken platform.

Each Enterprise has its own settings and features, which may include partner-specific branding, single sign-on (SSO), compliance settings, and a shared content library. Enterprise settings apply to all advisors within that Enterprise. 

To learn more about how Enterprises work, click here.

Enterprises were previously called fleets. For a full list of updated terminology, click here.