Grow together with the SoftPak Financial Systems partner network
Join 80+ firms that have built their practice on SoftPak Financial Systems technology. Whether you're a technology provider, consulting firm, or financial services organization — there's a partnership model for you, with transparent terms and no exclusivity requirements.
Find your partnership model
Whether you build software, implement it, or simply know the firms that need it — one of these three tracks fits how your organization works.
Technology Partner
You've built a product wealth managers use — a CRM, planning tool, data service, or trading platform. Integrate it with SoftPak Financial Systems and sell into a client base that's trusted us for three decades.
Consulting Partner
Your firm advises wealth managers on operations and technology. Get certified on SoftPak Financial Systems, implement it for your clients, and earn on every engagement — while we handle the platform.
Referral Partner
You know firms that need better portfolio technology — through your association, publication, event, or network. Make the introduction; we do the rest, and you're paid when the deal closes.
What you get as a SoftPak Financial Systems partner
Revenue sharing & referral fees
Competitive commission structures on referred and co-sold deals. Paid quarterly, tracked in your partner dashboard in real time — no chasing statements or reconciling spreadsheets.
SoftPak Financial Systems Certified Partner badge
Display the SoftPak Financial Systems Certified Partner badge on your website and marketing materials — a signal to clients that you're backed by 30+ years of fintech expertise.
Co-marketing programs
Joint webinars, whitepapers, and event sponsorships. We bring our audience to your content, and vice versa — expanding your reach in the wealth management market.
Dedicated partner success manager
A named partner success manager who knows your firm, your clients, and your goals. Available for deal support, technical questions, and strategy — not a rotating support queue.
Getting started as a partner
Submit your application
Fill in the form below. Tell us about your firm, your clients, and what type of partnership you're looking for. We review every application within 5 business days.
Partner introductory call
A 45-minute call with our partnerships team to understand your goals, walk through the program details, and agree on a partnership structure.
Sign the partner agreement
Standard partnership agreement with transparent terms. No exclusivity requirements, no long lock-in periods. Most agreements are signed within a week.
Onboard & start earning
Access your partner portal, receive your marketing materials, and meet your dedicated partner success manager. Start referring clients on day one.
Trusted by leading fintech organizations
Our partner network spans technology platforms, consulting firms, and financial services organizations worldwide.
Apply to become a partner
We review every application within 5 business days. A member of our partnerships team will be in touch.