In wealth management nobody looks for an adviser in a search engine: they ask their notary, their accountant or a friend. Referaly structures that circuit instead of leaving it to chance.
Free up to 5 leads and 1 contract, no card needed.
What you do in the app, exactly as you will see it. Real screens, example taken from real estate: steps and amounts are set for your trade.
A percentage, a fixed amount or nothing: you choose what the person who refers a client earns. The agreement is generated, accepted online and time stamped.
One QR code and one link per agreement. A partner joins in two minutes, for free.
You call the client, then tick the steps you chose. Your partner sees them move without chasing you.
You enter the amount and the partner's commission is calculated for you. They know what they will earn, you know what you owe.
Example, taken from the screens above. Thomas, your partner, sends you Léa. The agreement pays 3 % of the amount.
What Referaly changes in the way referrals reach you.
Referaly measures separately what a client is worth as a buyer and what their referrals are worth. Those are two different numbers.
They see what became of the person they introduced, within what you choose to share. That is what triggers the second referral.
Named referral agreement, time stamped acceptance, explicit remuneration. Essential when the referrer is a regulated professional.
Percentage on assets, flat fee per case, tiers. You set the rule, Referaly does the maths and warns you.
Your partners pay nothing. Only you subscribe.
Independent plan. Agency account: 79.90 € excl. VAT per month, then 9.99 € per extra adviser.
The free plan needs no card: up to 5 leads received and 1 contract. You move to the paid plan when you need it.
Tracking about 10,000 customers for almost three years, researchers measured that a referred customer is on average at least 16 % more valuable than a comparable customer acquired otherwise, and stays longer (Schmitt, Skiera and Van den Bulte, Journal of Marketing, 2011).
Yes, that is the main use case. The named agreement puts the framework in writing and each partner sees what they brought. Check remuneration with the relevant professional body.
Yes. You choose how much of the progress the referrer sees, without exposing client data.
49.90 € excl. VAT per month for a single adviser. A firm takes the agency account at 79.90 € excl. VAT per month, then 9.99 € per adviser.
No. Cancel anytime, and start on the free plan.
To compare Referaly with seven other tools on price, languages and mobile app, read our guide to referral partner software.
The same tool for your referral partners, contracts and commissions. You choose which app your partners install.
ReferalyOn the App Store and Google Play
Start today: your account, your contract, your first referral partners.
Free to start, then from €49.90 excl. VAT per month
Your partners install your app, with your logo and your colours.
€490 excl. VAT setup, then €149 excl. VAT per month
Free to start, no card needed. Your partners install nothing unless they want to.