Tomiplan
Creative Financial Planning Solutions for Everyone
Bengaluru, United States of AmericaProfessional ServicesSmall
Partnerships
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Creative Financial Planning Solutions for Everyone
sage.ramey@tomiplan.com
devin.frampton@tomiplan.com
PartnerThis partner program is designed for affiliates who refer paying service customers and earn commission based on revenue. The standard tier rewards a share of approved service revenue after a 90-day delay, and institutional partners can earn a smaller revenue share through child-agency commissions also paid after 90 days. Overall, partners can expect ongoing revenue-based earnings tied to referral and deal/payment status.
Top Benefits
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.
Earn 20% of the referred customer’s monthly subscription and setup fee after they make a qualifying payment (paid after a 90-day delay).
Earn 5% of the referred customer’s total setup and monthly subscription fees after they make a qualifying payment (paid after a 90-day delay).
