This is the actual partner portal

Sample data

Every screen, number, and update below is the real thing — we've just signed you in as Dana Whitfield, a sample CPA about 18 months into the program. Click through the tabs, open a referral, add one of your own. Nothing here is a real client, and nothing you type is saved.

Your own portal starts empty and fills in as you refer — this is what month 18 looks like.

Since your last visit

New referrals

added by your advisor

New updates

from your advisor

Trail now

$13k

per year at REG 20

Your projected trail · REG 20

Your trail / yr

$39,807

in year 10, once licensed

10-year cumulative

$276,257

total trail you'd capture

Referred assets

$13,800,000

6 plans · 187 employees

Your contract tier

REG 20 · Regional Partner

19% net trail · $950/yr per $1M AUM

Active referred AUM

$13.8M

Next: SRL 23 · Senior Regional Executive88%

You're $1.2M — about 1 more average plan — from SRL 23, which takes your net trail from 19% to 22% and adds about $2,070/yr on the book you already have.

Residuals accrue against your pipeline now and are paid once your licensing is active.

Referrals

6 active

Employees

187

Assets now

$13.8M

Trail now/yr

$13k

at 19% net trail

Projected asset growth

Milestones

Earn badges as you grow your referral portfolio.

Next: 10 Referrals60%

First Referral

5 Referrals

10 Referrals

25 Referrals

$10M Referred Assets

$50M Referred Assets

Your trail is accruing but not payable yet

Once your licensing is active, these same referrals pay you $39,807/yr by year 10 — at your REG 20 contract tier. We sponsor and pay for the licensing.

Ready to make this your portal?

Apply to the program and start tracking your own introductions — your first referral takes about two minutes.