Tomi Plan
Creative Financial Planning Solutions for Everyone
Bengaluru, United StatesProfessional ServicesSmall
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Creative Financial Planning Solutions for Everyone
sage.ramey@tomiplan.com
devin.frampton@tomiplan.com
bethany.tholstrom@tomiplan.com
This partner program is designed for affiliates who refer new customers—both individual professionals and institutions—and rewards them with recurring revenue share on the referred clients’ subscription and setup fees. Partners can expect a delayed revenue-share payout (a short settlement delay) and tiered percentage rates that reflect the partner type. The program is straightforward to join and pays out automatically when referred leads are approved.
Top Benefits
When a referred deal is marked as won, the affiliate revenue is passed through to the client as a discount.
Receive a badge when you qualify as an institutional affiliate with fewer than 5 professional affiliates.
For institutional arrangements, earn a revenue share of 50% of the child commission on qualifying revenue events, paid after 90 days.
Receive a $1 USD cash bonus when a lead is approved, with no payout delay.
Earn 8.681% of service revenue for referred customers once they reach an approved status, paid after a 90-day delay.
For institutional affiliates, earn a percentage of service revenue derived from child-agency commission events, paid after a 90-day delay.
Earn a percentage of service revenue when a referred lead reaches an “approved” status and the customer payment is made, paid after a 90-day delay.
When a referred lead is marked “won,” the affiliate revenue is passed through as a discount for the client.
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