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The InvestSync Partner Programme is for accounting firms, family offices, wealth managers, and financial advisers who manage InvestSync for several clients.

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What the Partner Plan includes

Approved partners can:
  • Manage client organisations from one partner area.
  • Receive one monthly invoice for client subscriptions.
  • Add team members who help manage client work.
  • Use client reporting tools, including scheduled report packs.
  • Access priority support from the InvestSync team.
Partner discounts range from 5% to 20% off the list price for each client subscription. The discount increases with the number of active client organisations managed by the partner. Some benefits, such as white-label reporting and higher levels of support, depend on the partner tier.

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After you apply

When you submit a Partner Programme application:
  1. InvestSync emails you to confirm that the application has been received.
  2. The InvestSync team reviews your firm and the information supplied.
  3. The team contacts you to discuss your clients, preferred start date, and suitable partner setup.
  4. If approved, InvestSync emails the application contact with a link to partner onboarding.
There is no action needed while your application is being reviewed.

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Complete partner onboarding

The approval email opens a guided setup in the InvestSync app. Sign in with the email used in the application, or create an account with that email if you do not already have one. The onboarding flow covers:
  1. Billing and access agreement — a partner admin confirms responsibility for consolidated billing and authority to manage client access.
  2. Staff — add colleagues who already have InvestSync accounts. This step can be completed later.
  3. White-labelling — create a default style sheet with the firm name, colours, font, and logos used on client-facing outputs.
After onboarding, use the partner dashboard to manage client organisations, monthly billing, staff access, report packs, and programme benefits.

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Learn about InvestSync

Read the InvestSync introduction for an overview of organisations, portfolios, documents, reporting, and integrations. The quickstart guide explains the first steps for setting up and using an InvestSync organisation.

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Questions

For questions about your application or the Partner Plan, email finn@investsync.com.