Financial services

Partner management software built for financial services

Run referral and reseller programs with the visibility, controlled access, and payout workflows your team needs.

7-day free trial. No credit card. Unlimited partners.

What’s holding partner programs back

Compliance & audit requirementsMeeting compliance, KYC and audit requirements across every partner interaction.
Multi-touch revenue attributionAttributing revenue accurately across long, multi-touch sales cycles.
Cross-currency partner payoutsPaying partners across entities, currencies and schedules without manual spreadsheets.
Secure, role-based deal accessGiving partners secure, role-based access to sensitive deal data.

Why Partner.io

Govern partner programs with clear controls

Partner.io gives financial services teams a clear way to manage partners, track referrals and deals, and automate payouts in one place.

Role-based partner accessFinancial services partnerships often touch sensitive account and deal data. Role-based access makes sure each partner only sees what’s relevant to their specific relationship — nothing more.
E-signed Partner AgreementsCollect and store e-signed partner agreements by partner type, so documentation is available the moment compliance or audit asks for it — not three days later after a scramble.
Auditable program recordsFinancial services partnerships get audited. Track leads, approval stages, and commissions in one system with a clear, reviewable record trail.

Financial services teams can manage partner activity, referrals, deals, and payouts from one shared system.

The whole platform

Everything you need to run the program

One place to track, train and pay every partner, instead of a spreadsheet and a bloated PRM.

Find the partners already selling to your customers
Account mapping and Deal Surround reveal shared customers, existing relationships and the warm path into a target account.
Unlimited partners
Add as many partners and partner reps as your program needs. You only pay for your own team's seats, and commission is paid through your own Stripe account.
A white-labelled portal
Your logo, colour and domain. Partners sign in with a magic link and find their leads, training and earnings in one place.
Program tiers that reward momentum
Each tier bundles perks: a share of revenue, a bonus, a gift card, swag or a badge, with conditions that decide when they apply.
Every referral in one list
Referral forms, tracked links, quick-refer pages and partner-registered deals, each with a status, an owner and a timeline.
Automation that runs the admin
Flows send the welcome, wait, nudge and create tasks. Auto-approval applies your rules to applications, referrals and commissions.

FAQ

The questions industry teams ask us most

Is Partner.io compliant enough for financial services?

Partner.io gives you the controls a regulated program needs: role-based permissions, a timeline on every referral and approval, e-signed agreements stored against the partner, and commission payouts that require sign-off before they release.

Can we control who sees sensitive deal data?

Yes. Access is role-based, and custom lead and partner fields can be hidden from partners, so each partner and rep sees only the deals, fields and documents you choose to expose.

How are commissions paid across entities and currencies?

Commission is calculated against your rules in any of twelve supported currencies, bundled into self-billed invoices on your schedule, and approved before anything is paid through Stripe.

From our customers

What partnership teams say after the move

“After evaluating several solutions for our partnership programme, we chose Partner.io and have been delighted with the results. Since implementation, we've seen a 40% increase in sales attributable to the platform, making it a key driver of our commercial growth.”
Matthew Johnson
Director of Revenue Operations, Clearer.io
“We're not just seeing more referrals, we're seeing better ones. The quality, the consistency, the visibility. It's all gone up since we moved to Partner.io.”
Darren Matthews
Head of Partnerships, Salesfire
Read the story
“We moved from a legacy PRM that just couldn't meet our needs. Partner.io has been incredible. They built us a custom solution and had us live in under two weeks.”
Tom Shinners
CEO, Infinite Wireless
“Partner.io has been a game changer for our partnership GTM. It's helped us grow partner-sourced revenue without needing to grow the team.”
Paul Wilson
Director of Partnerships, Videowise
“A lot of my industry is with the legacy players, those platforms are dinosaurs. That's what drew me to Partner.io originally. It's a way better solution. The whole team and our partners love it. Our partner revenue has increased 7x since going live.”
Jared Kogan
Co-Founder, Giggle Finance