How a partnership comes together.
Six steps from first call to a running practice.
Step 1
A conversation
We talk through your firm, your clients, and the model that fits, white-label, resell, or refer, and agree terms directly. No published tiers to squeeze into.
Step 2
Your branding applied
Your logo, identity, and comms are set up so reports and workspaces wear your firm from the first client onward.
Step 3
Enablement
A working session on the platform, the data, and the service lines, so your team can deliver with confidence, not just log in.
Step 4
Onboard your clients
Bring clients into their own isolated workspaces under your brand, importing their contracts and portfolio so they see value on day one.
Step 5
Run the book from one desk
Manage every client from a single desk that surfaces which account to call this week, with managed renewal engagements routed straight to you.
Step 6
Support when it counts
Reach our team directly, and co-deliver with a ISVCOSELL analyst when a deal needs the extra weight.
Built for a book, not one account
Scale is a feature, not a project.
The platform is designed for a firm running many clients: isolated workspaces, a desk that prioritizes across the whole book, and comms you control. Adding your tenth client feels like adding your second.
Isolation
A safe room per client
Database-level tenant isolation keeps every client’s data separate, from the first account to the hundredth.
Prioritization
Who to call this week
The desk reads the whole book and surfaces the renewals, anomalies, and opportunities that need you now.
Enablement
Your team, ready
Onboarding and support get your analysts productive fast, so the platform is a lever, not a learning curve.
The value
What the onboarding path gives you.
A fast start and a practice that scales.
For your firm
- A short path from first conversation to a live, branded practice.
- One desk to run a whole book of clients, prioritized for you.
- Managed renewal engagements routed to your firm.
- Direct support and analyst co-delivery when a deal needs it.
For your clients
- A workspace live on day one, with their portfolio already in it.
- An advisor whose desk tells them when a renewal or risk needs attention.
- Continuity and responsiveness, because the book is managed in one place.
- The reassurance of a real analyst behind the platform when it matters.
More on the partner program
White-label →Services you can deliver →Who it's for →
Start with a conversation.
We will map the model to your firm. Your terms are agreed in a conversation.