From first conversation to your first client, without the friction.
Becoming a partner is a conversation, an enablement session, and your branding applied. Then you onboard clients under your own identity, run the whole book from one desk that tells you which client to call this week, and reach our team for support whenever a deal needs it.
There is no long procurement of the platform itself. We agree how you want to work, switch on your branding, and get your first client into a workspace. From there the platform is built to run a book of clients, not just a single account, so growth does not mean more admin.
How a partnership comes together.
Six steps from first call to a running practice.
We talk through your firm, your clients, and the model that fits, white-label, resell, or refer, and agree terms directly. No published tiers to squeeze into.
Your logo, identity, and comms are set up so reports and workspaces wear your firm from the first client onward.
A working session on the platform, the data, and the service lines, so your team can deliver with confidence, not just log in.
Bring clients into their own isolated workspaces under your brand, importing their contracts and portfolio so they see value on day one.
Manage every client from a single desk that surfaces which account to call this week, with managed renewal engagements routed straight to you.
Reach our team directly, and co-deliver with a Redress analyst when a deal needs the extra weight.
Scale is a feature, not a project.
The platform is designed for a firm running many clients: isolated workspaces, a desk that prioritizes across the whole book, and comms you control. Adding your tenth client feels like adding your second.
What the onboarding path gives you.
A fast start and a practice that scales.
- A short path from first conversation to a live, branded practice.
- One desk to run a whole book of clients, prioritized for you.
- Managed renewal engagements routed to your firm.
- Direct support and analyst co-delivery when a deal needs it.
- A workspace live on day one, with their portfolio already in it.
- An advisor whose desk tells them when a renewal or risk needs attention.
- Continuity and responsiveness, because the book is managed in one place.
- The reassurance of a real analyst behind the platform when it matters.
Start with a conversation.
We will map the model to your firm. Your terms are agreed in a conversation.