HELP CENTER

BOSSMAKER Help Center & frequently asked questions

Financial Profiles, IRIS™, privacy, advisors, rewards, account support, and platform use.

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What is BOSSMAKER?

BOSSMAKER is a private Financial GPS platform that helps clients organize their information, receive assessments, and follow a living financial roadmap.

What is a BAMA?

A BOSSMAKER Account Management Assistant guides account activation, onboarding, platform navigation, and support follow-up. A BAMA is not a financial advisor and does not provide legal, tax, investment, insurance, or other licensed professional advice.