Referral Partners
Earn revenue by connecting family offices with Asora
Whether you prefer a simple introduction or want to co-sell alongside us, there's a path that fits your practice.
Become a Referral PartnerTwo ways to partner
Choose the level of involvement that suits your business.
Referral
Introduce a family office to Asora and step back. We handle the sales cycle, onboarding, and support. You earn a commission on every closed deal.
Best for: accountants, lawyers, and advisors with family office relationships
Co-Selling
Work alongside Asora through the full sales cycle. Join demos, help shape the pitch, and close deals together. Higher involvement, higher reward.
Best for: consultants and MFOs who want to sell technology alongside advisory
Referral vs Co-Selling
A side-by-side comparison of what each partnership model involves.
| Feature | Referral | Co-Selling |
|---|---|---|
| Lead & Sales | ||
| Introduces the lead | ||
| Qualifies the lead before handoff | optional | |
| Joins demos or sales calls | ||
| Leads the negotiation | shared | |
| Customer Relationship | ||
| Owns the customer relationship | shared | |
| Provides ongoing advisory to the client | ||
| Customer invoiced by Asora | ||
| Support provided by Asora | ||
| Branding & Marketing | ||
| Sold under Asora brand | ||
| Co-branded materials available | ||
| Joint marketing & webinars | ||
| Revenue & Support | ||
| Revenue share commission | 10–20% | 15–25% |
| Preferred client pricing | ||
| Partner Resource Centre access | ||
| Dedicated partner manager | at Priority tier | |
| Deal registration & pipeline visibility | ||
= included · = not included · Text = conditional or variable
Why refer
Low effort, real income
Simply introduce a family office to Asora. We handle the demo, onboarding, and support. You earn a commission.
Preferred pricing for your clients
Clients introduced through a referral partner benefit from preferred pricing on all Asora plans.
No conflict, just value
You stay in your advisory role. Asora provides the technology. The family office gets a better outcome.
Why co-sell
Higher commission, deeper involvement
Co-sell alongside Asora through the full sales cycle. Join demos, shape the pitch, and earn a larger share.
Co-branded go-to-market
Access co-branded decks, joint webinars, and marketing support to position your practice alongside Asora.
Pipeline visibility
Register deals, track progress, and work with a dedicated partner manager to close opportunities together.
How it works
Apply to join
Tell us about your practice and the family offices you work with.
Get onboarded
Access the Partner Resource Centre, meet your partner manager, and choose your track.
Introduce or co-sell
Refer a family office or work alongside us through the sales cycle.
Earn commission
Receive revenue share on every deal that closes, for the lifetime of the client.
Ready to start earning?
Apply to become a referral partner and start connecting family offices with the technology they need.
Schedule Demo