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    Partner Program

    Refer once. Earn for the life of the account.

    Most compliance referral programs pay a one-time bounty, or cap you at twelve months. Ours doesn't. Approved partners only — apply below and our team will review your fit.

    Software — 15% for life

    RegReview, InvestPrep, and ADScanner subscriptions pay 15% of recurring revenue for as long as the account stays active. Not 12 months. Life.

    Consulting — 20 / 10 / 5

    20% of year-one fees, 10% of year two, 5% of year three and beyond on fractional CCO, registration, fund admin, and due diligence engagements.

    Tracked automatically

    Your link attributes any visitor for 90 days, across pages and return visits. No spreadsheets, no reminding us who sent whom.

    How it works

    01

    Apply

    Tell us who you serve and how you plan to refer. About three minutes.

    02

    Fit review

    Our partnerships team reviews every application within two business days.

    03

    Onboard & earn

    Approved partners get their tracked link, agreement, and deal registration — then earn for the life of the account.

    Apply to become a partner

    Approved partners only. We review every application for fit and reply within two business days.

    Registered investment advisers: compensated referrals are solicitation activity under SEC Rule 206(4)-1. We'll put the required written agreement and client disclosure in place before your first referral is credited.