Sponsored client seats
Put your client on the full product.
Cover a client’s Standard or Premium seat from the invite you send. It costs less than they would pay themselves. The account stays theirs.
Firms are onboarded personally. There’s no signup form.
01 — What you can do
Sponsored client seats
Sponsor from the invite
Choose Standard or Premium when you invite a client. They start on that plan.
Seats you keep
A seat is capacity your firm holds month to month. When a sponsorship ends, the seat is free for your next client.
Below what they’d pay
A seat costs 10% less than the client would pay on their own on Connect, and 20% less on Firm Pro.
Your firm’s name throughout
Invites, emails, the share attestation and calculation PDFs all name your firm.
02 — What your client sees
A paid plan, with nothing to pay.
Their billing page shows a sponsored seat. They own their account and their data from day one.
03 — Where the line is
What stays your client’s.
Either side can end a sponsorship. The account stays the client’s.
Removing a client ends their sponsored seat and their deal shares.
A seat is only offered when your firm has one free.
A sponsored Premium seat includes 60 documents a month, where a self-paid one includes 100.
Keep reading
Staff, roles and the firm agreement
Unlimited staff, admin and advisor roles, one agreement, and an access log on Firm Pro.
Client consent and access
Per-deal, revocable, enforced in the database. The reason a buyer will let you in.
Deal Calculator
Model the structure in a draft. Send your client a fixed snapshot as a PDF under your firm’s name.
See it with your own book.
Tell us how many advisors and active buyer clients you have. We’ll show you the portal and tell you honestly whether it fits.
Talk to us about your firm