Grow Your MF
Business
With More
Clients
Get fresh leads, manage clients effortlessly, and increase your revenue with our AI-powered platform.
Join as Partner
Revenue
2X
Grow Your MF Business With More Clients
Get fresh leads, manage clients effortlessly, and increase your revenue with our AI-powered platform.
Clients
200 ⬆️
Revenue Growth
2X ⚡️
Supercharge Your Business Growth
Modern tech to serve clients better and earn more
Smooth Modern Platform
Digitize your client onboarding, transactions and management with a smooth AI powered platform that will save you weeks of work.
Matched Leads
For select partners, we help provide matched high value leads to help grow your business with ease.
Best Commission Shares
We share industry leading commissions so that you get more value for each client you onboard.
Frequently Asked Questions
Everything you need to know about partnering with MoneyPlanned
You need to be a registered mutual fund distributor with a valid ARN number. We welcome advisors at all stages of their career, from established practices to those just starting out.
We offer one of the most competitive commission structures in the industry, with up to 100% pass-back of trail commissions. The exact structure depends on your client AUM and business volume.
Partners receive access to our complete suite of digital tools, including the client mobile app, advisor dashboard, portfolio management system, and AI-driven financial planning tools.
We offer a streamlined migration process for your existing clients. Our team will guide you through digital KYC verification, portfolio import, and setting up client accounts in minutes.
There is no upfront cost to join our partnership program. We believe in a success-based model where we grow as you grow. We provide all the technology and tools at no additional cost.
Moneyplanned stands out with our AI-driven approach to financial planning, our modern client experience, and our commitment to partner success. We focus on providing the tools that today's clients expect.