Decide whether you want to enjoy the flexibility and control of running your own Portal; collaborate as an Advisor or become an Affiliate to build recurring revenue streams …

I want to…

When you licence the Portal you become a Sponsor which means you can brand it as your own. There are lots of benefits to doing this including the ability to build your brand, revenues and client relationships.  Mainly you will have more control than you would with any of the other options because you decide who uses your Portal and which Advisors operate on it. Download the brochure.

Snapshot of the Sponsor Dashboard

Snapshot of Sponsor Dashboard

Click here to see a list of features available for Sponsors from their admin dashboards.

Take a look at Sectors for more insight into how the Portal can work for you or ask a question on live chat.

If you are a professional services advisor and would like to refer clients AND sell your services through the Portal please take a look at the Sectors we work in or request more information on live chat.

If you would like to earn commissions on regular referrals our Affiliate programme is ideal. You can build healthy recurring monthly revenues on your referrals as well as winning bonus payments for certain types of account.  Watch your income grow as your referrals pay monthly subscriptions and you receive monthly commissions for the life of the account.  Find out more about the sectors we work in and join our Affiliate programme today.