Some of the benefits of partnering with TomiPlan include:

  • Enhanced client relationships.
  • Exclusive access to our partner portal.
  • Partner rewards for referred business.
  • More touch points with clients for increased relevancy
  • Access to your clients' planning portals for coordination.
  • Time savings - TomiPlan does all of your data aggregation.
  • Educational events and webinars.
  • Become part of our partner network for client referrals.

What kinds of professionals do we work with?

  • CPAs
  • Estate Attorneys
  • Insurance Agents
  • Investment Advisors
  • Mortgage Professionals
  • Life/Financial Coaches
  • Employers interested in enhancing their benefits packages
  • Any other professional who would benefit from our services.

Schedule your demo here to find out how TomiPlan can help your clients realize their financial goals and make you look like a superstar.

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