Included at this tier
- 10% commission from your first client
- Portfolio dashboard, one login across clients
- Partner email contact and onboarding support
- Full platform access, all capabilities
Your tier advances automatically as your active client count grows. No applications, no waiting periods, no fees. Start at Bronze on day one and progress to Platinum as your book scales.
// the four tiers
Commission is available from your first client. Wholesale buying unlocks at Silver. Higher tiers also add progressively richer platform and partnership benefits.
Included at this tier
Unlocks at Silver
Unlocks at Gold
Unlocks at Platinum
// automatic progression
Partner tiers are calculated from your active client count. When your count crosses a threshold, your commission and wholesale rates update automatically at the start of the next billing period. There are no applications, no manual reviews, and no waiting periods.
// every tier
These are not gated by tier. Every partner gets them from the moment they sign up.
Portfolio dashboard
Every client in one view. One login, instant account switching.
Role-based team access
Assign your whole team. Owners, account managers, analysts, and viewers.
Audit-ready reporting
Cross-client performance data formatted for client reviews and audits.
Wholesale billing infrastructure
The billing rails are ready. Wholesale activates automatically at Silver.
White-label ready
White-label is an add-on available on Professional and Enterprise plans at any tier.
Partnership team contact
A direct line to the partnerships team. Available from your first day.
// tier questions answered
// free to start
Start at Bronze with your first client and no card required. Your tier and your rates grow with your book.