Building Partnerships That Actually Work
We're looking for collaborators who understand that automation isn't about replacing expertise—it's about freeing people to focus on what matters. If you work with clients who need smarter investment workflows, let's talk.
Why Partner With Us
Most fintech partnerships feel transactional. You send clients, they use software, everyone moves on. We're after something different—relationships where both sides bring real value.
Our automation platform handles the repetitive parts of portfolio management. That means your clients get more time for strategic decisions while you maintain the advisory relationship that matters. We're not trying to replace what you do. We're making it possible to do more of it.
And honestly? We learn as much from our partners as they do from us. Financial advisors see patterns we miss. Accountants spot workflow issues we never considered. That feedback makes our tools better for everyone.
How We Work Together
Three areas where partnerships consistently create value for clients and advisors alike.
Integration Support
We connect with existing workflows rather than forcing new ones. Most implementations take weeks, not months. Our team handles technical setup so your clients don't need to become software experts overnight.
Shared Resources
Access to tools, documentation, and training materials that help explain automation benefits to skeptical clients. We've learned what works through hundreds of conversations—you get that knowledge without the trial and error.
Revenue Alignment
Transparent compensation structures that reward ongoing engagement, not just initial referrals. When your clients succeed with our platform, you benefit. Simple as that.
Real Impact From Working Together
Financial advisors who partner with us typically see their clients cut portfolio review time from hours to minutes. One accountancy firm told us their clients finally understood where money was actually going—something years of spreadsheets never accomplished.
A Brussels-based wealth manager started with five client accounts in early 2024. By autumn that year, they'd moved forty-three portfolios to our platform. Not because we pushed, but because the first clients kept asking their colleagues about the new reporting tools.
What surprises partners most isn't the automation itself. It's how much time gets reclaimed for actual financial planning once the busy work disappears.
One advisor put it this way: "I spent ten years telling clients to rebalance quarterly. Now it just happens, and we spend meetings talking about their actual goals instead."
What Partners Tell Us
Perspectives from advisors and firms using our platform with their clients.
The integration caught me off guard—in a good way. I expected weeks of technical headaches. Instead, we had three clients running smoothly within ten days. Support actually responded when we needed help, which shouldn't be remarkable but somehow is.
Geert Vandewalle
Independent Financial Advisor, AntwerpWe were skeptical about automation eating into client relationships. Turned out to be the opposite. Less time updating spreadsheets means more time understanding what clients actually want from their investments. The platform handles compliance documentation too, which saves us during audit season.
