Refer clients to professional trust services and earn ongoing commission. Full visibility, zero admin headaches.
Everything you need to serve your clients better and grow your business.
See exactly what's happening with your referred clients. Real-time updates on trust status, valuations, and distributions.
Track your trail commission in real-time. See pending payments, download statements, and forecast future earnings.
No more paper forms. Submit new trust referrals online in minutes with our streamlined application process.
Download client-ready reports showing trust valuations and activity. Keep your clients informed with minimal effort.
Everything at your fingertips.
| Client | Trust Type | Value | Status |
|---|---|---|---|
| Thompson Family | Discretionary | £485,000 | Active |
| Dr. Williams | IIP Trust | £320,000 | Active |
| Morrison Estate | Discretionary | £275,000 | Onboarding |
Join our partner network and offer your clients professional trust services.