
Portfolio
Step 1
Apply for partnership
It’s easy to get started here. To qualify, please note that you’ll need to meet the following criteria.
Step 2
Get Trained
Once you’re approved, we’ll give you all of the tools and training you need to be successful as a referral partner.
Step 3
Refer a client
Refer eligible clients to start educating your clients about Consultixs.
Step 4
Get Paid
We’ll take it from there. You’ll receive a commission for every signed investment we see.
Become a Partner
Fill the form