Distributors & advisory professionals
Know a practice ready to move beyond scattered records and missed follow-ups? Introduce them to a CRM built for their working day.
BUILT ON TRUST. GROWN TOGETHER.
Pletox FinCRM Partner Programme.
Your network. Shared growth.
Introduce mutual fund distributors and advisory teams to Pletox FinCRM. Earn recurring commission on qualifying subscriptions.
- 10–30% recurring commission
- A CRM built around advisory practices
WHO IT'S FOR
You know their business.
Help them find the right platform.
Work with mutual fund distributors or investment advisors? Help them connect client relationships, daily tasks and team operations in one workspace.
Practice & business consultants
Help the teams you advise explore clearer client ownership, review workflows, staff attendance and payroll.
Technology advisors & trainers
Support practices reviewing their software and processes. Bring their requirements into a conversation with the Pletox team.
Distributor networks & associations
Connect practices across your network with a workspace for their clients, families, communication and everyday operations.
A PRODUCT WORTH INTRODUCING
Their clients. Their team.
One connected practice.
Pletox FinCRM connects the everyday work behind client families, investment records, reviews and communication. Your introduction starts a conversation about the practice’s actual requirements.
From the first enquiry to the next review, teams can bring tasks, referral tracking, staff attendance and payroll into the same workspace.
Explore Pletox FinCRM- Clients & families
Profiles, family relationships, documents and RM ownership.
- Reviews & follow-ups
Review cycles, assigned tasks and conversation history.
- Client communication
WhatsApp, email, birthday and anniversary messaging.
- Referrals & relationships
Keep referrer attribution connected to leads and clients.
- Staff operations & payroll
Attendance inputs, salary structures, incentives and payslips.
RECURRING COMMISSION
A partnership that
grows with you.
A warm introduction, a client advisory relationship or a wider business network. Choose the purpose that fits how you work.
Make an introduction
Referral Partner
Introduce a distributor or advisory team you know to Pletox FinCRM.
10%
Recurring
commission
- Best for
- Independent professionals, practice owners and trusted industry contacts.
- Your role
- Introduce an interested practice with its permission.
- Let Pletox lead the product conversation.
Help practices grow
Growth Partner
Help the practices you advise bring their client and team workflows together.
20%
Recurring
commission
- Best for
- Practice consultants, accountants, technology advisors and industry trainers.
- Your role
- Help teams clarify their CRM and operational needs.
- Stay involved in their product evaluation.
Connect your network
Strategic Partner
Build an ongoing referral channel across your professional network.
30%
Recurring
commission
- Best for
- Distributor networks, professional associations and organisations serving advisory teams.
- Your role
- Coordinate relevant introductions across your network.
- Build a shared referral approach with Pletox.
Partner category, eligible referrals, commission basis, duration and payout schedule are confirmed in your partner agreement. Submitting an enquiry does not automatically enrol you or assign a commission rate.
HOW IT WORKS
An introduction.
A conversation. A partnership.
- 01
Tell us about you
Share your background, the businesses you work with and your interest in the programme.
- 02
Agree the details
Discuss your partner category, referral eligibility, commission and payment terms with Pletox.
- 03
Make an introduction
With their permission, introduce a practice looking to improve its client and team workflows. Our team explores their requirements.
- 04
Earn recurring commission
Receive commission on qualifying subscriptions according to your agreed partner terms.
LET'S GROW TOGETHER
Your next introduction
could start here.
Tell us a little about your work and network. We'll contact you to discuss the programme and the right partner category.
Not sure where you fit? Leave the category open and we'll explore it together.
hello@pletox.comLet's talk partnership.
Your FinCRM partnership enquiry has been saved. Pletox will contact you to discuss the programme.
This is an enquiry, not confirmation of partner approval or a commission rate.
A FEW THINGS TO KNOW
Partner programme
questions, answered.
Which partner category is right for me?
Choose Referral Partner for warm introductions, Growth Partner when you advise clients through their evaluation, or Strategic Partner for an ongoing referral channel across your organisation or network. We'll confirm the fit and responsibilities together before agreeing terms.
Who can enquire about becoming a partner?
Mutual fund distributors, investment advisors, practice consultants, accountants, technology advisors, trainers and professional networks can enquire. Tell us about your work so we can explore the right fit.
Which software will I introduce?
Pletox FinCRM is business software for mutual fund distributors and investment advisors. It brings client families, leads, investment records, reviews, communication and staff operations into one workspace.
How much commission can I earn?
Referral Partners earn 10%, Growth Partners 20% and Strategic Partners 30% recurring commission on qualifying subscriptions. Your category and the commission basis are confirmed in your partner agreement.
Is the commission recurring?
Yes. The programme offers recurring commission, with eligibility, duration and the payment schedule set out in your agreed partner terms.
Does choosing a category approve my partnership?
No. The form records your interest. Pletox will review your enquiry and discuss the category and terms with you before a partnership is confirmed.
Can I introduce a business before joining?
Contact us first to confirm the referral process and eligibility. Only share another person's contact details with their permission. You do not need to include customer details in this enquiry form.
Do I need to implement or support the software?
This page is for referral partnerships. Any implementation, support or other responsibilities would need to be discussed and agreed separately; they are not assigned by submitting this form.