Referral software for wealth managers
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.
Your biggest clients are not your best referrers
Referaly measures separately what a client is worth as a buyer and what their referrals are worth. Those are two different numbers.
The referrer stays in the loop
They see what became of the person they introduced, within what you choose to share. That is what triggers the second referral.
A written framework with partners
Named referral agreement, time stamped acceptance, explicit remuneration. Essential when the referrer is a regulated professional.
Commission tracking
Percentage on assets, flat fee per case, tiers. You set the rule, Referaly does the maths and warns you.
Independent plan. Agency account: 79.90 € excl. VAT per month, then 29.90 € per extra adviser.
- Unlimited referral programmes
- Named referral agreement generated automatically
- Referral and commission tracking
- Public referral form, nothing to install
- Referaly Finder to source referral partners
- No commitment, cancel in one click
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).
Frequently asked questions
My referrers are notaries and lawyers, does it fit?
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.
Can I limit what the referrer sees?
Yes. You choose how much of the progress the referrer sees, without exposing client data.
What does it cost?
49.90 € excl. VAT per month for a single adviser. A firm takes the agency account at 79.90 € excl. VAT per month, then 29.90 € per adviser.
Is there a commitment?
No. Cancel in one click, and a 15 day money back guarantee.