Extend your
planning capacity.
Give participating professionals access to dedicated planning and coordination support around the clients they already serve.
For institutional affiliates
A bigger reach.
A more personal plan.
Bring coordinated financial planning to the people your organization serves. Combine your professional relationships with TomiPlan’s planning team, technology, and ongoing support.
CPA firms & networksRIAs & broker-dealersProfessional organizations
A planning resource for your organization
Connect your people
to a fuller picture.
An institutional affiliation creates a framework for bringing TomiPlan into your organization’s client relationships—with clear expectations from the start.
Extend your
One onboarding.
A shared foundation.
TomiPlan conducts comprehensive fact-finding, keeps planning information updated, and sends relevant updates to the client’s selected professionals with their authorization. Less repetition. More time for useful conversations.
Keep choice
with the client.
Clients and their professional affiliates choose the implementation team. TomiPlan planners remain separate from product sales and paid implementation referrals.
A qualified network. A shared standard.
Become an
Institutional Affiliate
Bring an established group of TomiPlan professional affiliates together through an institutional relationship.
Minimum participation5+Qualified, active TomiPlan
Qualified, active TomiPlan
Professional Affiliates
Your organization must have five or more qualified, active TomiPlan professional affiliates.
Minimum requirements
- At least five qualified, active TomiPlan professional affiliates participating through your organization.
- All required institutional registrations and licenses are current and in good standing.
- Participating professionals meet TomiPlan’s affiliate qualifications and maintain their required credentials, registrations, and licenses in good standing.
Let’s discuss your organization.
We review your qualifications together and document the institution’s contribution, responsibilities, and revenue participation in a written agreement.
Institutional participation
A contribution
worth recognizing.
Eligible institutional affiliates receive a percentage of planning professional revenue for their contribution to the financial planning process.
The specific contribution, percentage, payment terms, and disclosure obligations are agreed in writing. Institutional participation is subject to applicable rules and the organization’s policies.
Read about affiliate compensationStart with a shared understanding
A considered approach
to working together.
We start with your organization’s needs, then define how the people, process, and economics fit.
Define the fit
Confirm at least five qualified, active TomiPlan professional affiliates, verify required registrations and licenses, and discuss the people your organization serves.
Set the responsibilities
Agree on service scope, institutional and professional contributions, client authorization, and the division of regulated responsibilities.
Document the economics
Establish the applicable percentage of planning professional revenue, payment terms, and relationship disclosures in writing.
Coordinate the experience
Introduce comprehensive onboarding, client-authorized information sharing, defined handoffs, and ongoing updates for participating professionals and clients.
Powerful technology. Personal perspective.
A clearer window
into your financial life.
Organization, professional judgment, and connected tools give you an ongoing place to understand your goals and progress—whenever you want to check in.
MoneyGuide Elite
Explore goals, planning scenarios, and the tradeoffs behind your decisions.
MoneyGuide Wealth Studios
Understand potential wealth transfers and legacy scenarios to discuss with your attorney.
Holistiplan
Bring tax scenarios and planning observations into the conversation with your CPA.
Yodlee · Plaid · Orion
Bring supported financial account information into a more connected picture.
And a little TomiPlan ingenuity.
Our proprietary AI and strategy tools support organization and planning analysis, with professional review and context.
Tools support the planning process. Tax, legal, insurance, and investment advice comes from your appropriately licensed professionals. Connected data depends on provider availability and refresh timing; projections are estimates, not guaranteed results. Ongoing access depends on your subscription and provider terms.
Bring your organization into the picture
Better connected.
Built to reach further.
Talk with us about your organization, your professionals, and the people you serve.