Tomi Plan

Creative Financial Planning Solutions for Everyone

Bengaluru, United StatesSmall

Partner Programs

Tomi Plan Partner Program

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.

Join Program

Top Benefits

Child-Agency Commission Revenue Share (90-Day Payout)Commission

For institutional affiliates, earn a percentage of service revenue derived from child-agency commission events, paid after a 90-day delay.

Approved-Service Revenue Share (90-Day Payout)Commission

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.

Won-Deal Revenue Passed as Client DiscountDiscount

When a referred lead is marked “won,” the affiliate revenue is passed through as a discount for the client.