Better advice is built together
A partner programme for the consultancies, implementation partners and portfolio management systems helping European banks and wealth managers modernise how they give advice.
Why now
European banks and wealth managers are rebuilding how they give advice. Few of them can do it alone.
Regulation
MiFID II suitability rules raise the bar for every advisory process, and for every supplier behind it.
Replacement
Spreadsheets and ageing advisory tools are giving way to platforms that are compliant by design.
AI
Firms want agents that work inside their compliance rules, not around them — and partners who can set that up.
Partner types
Three ways to partner
| 01Consultancies | 02Implementation partners | 03Portfolio management systems | |
|---|---|---|---|
| Your role | Strategy, vendor selection, operating model and regulatory advice. | Configuration, integrations, data migration, change management and ongoing support. | Portfolio management, execution and reporting. We cover onboarding, suitability and advice up front. |
| What you get | Product and roadmap briefings and a demo environment for client workshops | Sandbox environments, API and MCP documentation | API access and a sandbox |
| How you earn | Delivery work after selection, and an optional referral fee that independent firms can decline | Services revenue on every implementation, and referrals when our clients need delivery capacity | Joint deals with shared clients, and an answer when your clients ask for advisory |
| What we expect | A named contact and at least one consultant briefed on the platform | Financial-services delivery experience and a local presence | A documented API, a shared client or real pipeline, and a commitment to maintain the integration |
Rules of engagement
Clear rules, no surprises
The short version of how we work with partners. The full terms are in the partner agreement.
You keep the client relationship
Clients you bring stay yours. We support the deal and the delivery, and never take the relationship over.
We don't compete with you on delivery
When a partner leads an implementation, our own team supports you rather than bidding against you.
Commercial roles agreed up front
Who contracts with and invoices the client is settled before work starts, not after.
Think you're a fit?
Tell us who your clients are and what you'd want to deliver. We'll come back with the track that fits and what onboarding looks like.