3min

Get started with Archipelago

Access your account and learn the basics of viewing and sharing data on the platform.

Complete the following steps to get started:

  1. Start a free trial and upload your SOV. To start a free trial, register here or work directly with an account executive. When you start your trial, you'll get access to Archipelago Essentials. Learn more about our package types here.
  2. Log in to the platform and view your initial data.
  3. (Optional) Share your stream with colleagues.
  4. Review some key terms.

Then, you can start interacting with your portfolio data, managing documents, and more.

You can upgrade to the Ecosystem or Intelligence package at any time.

For most of our current functionality, you'll need a Risk Manager role. Currently, brokers and insurers can only view and share streams.



Updated 09 Feb 2022
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