Creative Financial Planning Solutions for Everyone
This partner program is designed for affiliates who refer new customers—both individual professionals and institutions—and rewards them with recurring revenue share on the referred clients’ subscription and setup fees. Partners can expect a delayed revenue-share payout (a short settlement delay) and tiered percentage rates that reflect the partner type. The program is straightforward to join and pays out automatically when referred leads are approved.
Top Benefits
For institutional affiliates, earn a percentage of service revenue derived from child-agency commission events, paid after a 90-day delay.
Earn a percentage of service revenue when a referred lead reaches an “approved” status and the customer payment is made, paid after a 90-day delay.
When a referred lead is marked “won,” the affiliate revenue is passed through as a discount for the client.
sage.ramey@tomiplan.com
devin.frampton@tomiplan.com