Give your clients a record-change notice on their private investments. Earn 50% of every subscription, forever.

You pay nothing. Sign your clients up with your link. Earn half of every Premium subscription they keep — every month, for as long as they stay.

Who it's for

CPAs and tax strategists
Estate and business attorneys
Financial advisors and wealth managers
Insurance agents working with high earners
1031 qualified intermediaries
Family offices

The math

20 clients × $99/month = $1,980/month in subscriptions → $990/month to you, every month they stay. You look like the one who brought them the tool; we do the work.

How it works

Apply below. We review every application by hand.
You get a partner link (partnerfacts.com/p/your-code).
Anyone who subscribes through your link is tagged to you for life.
Payouts monthly. You can see your referrals and earnings any time.

Disclosure. The partner agreement requires partners to disclose the referral commission to clients where their professional rules require it.

Give your clients a record-change notice on their private investments. Earn 50% of every subscription, forever.

Who it's for

The math

How it works

Apply to be a referral partner