Connect
Email campaigns, automations, the unified inbox, sending domains, and deliverability. Open Connect →
Sherpa Help Center
Everything you need to run your practice on Sherpa — set up your sending domain, launch campaigns, manage clients, and research the RIA universe.
Explore by module
Section titled “Explore by module”Content Engine
Plan, draft, review, and distribute compliant content — briefs, composer, approvals, and disclosures. Open Content Engine →
Clients (CRM)
Client and household profiles, tasks, calendar, and your pipeline. Open Clients →
RIA Data
Browse the RIA universe, build peer cohorts, and pull benchmarking reports. Open RIA Data →
New to Sherpa?
Section titled “New to Sherpa?”Start with What is Sherpa-OS?, then connect your sending domain so you can send your first campaign. Stuck? Check Troubleshooting.