InvestSync Partner Programme
Join our programme for accounting firms and family offices. Manage client subscriptions with unified billing, partner discounts, and dedicated support.
Tiered discounts
From 5% to 20% off list price based on your active client count. Foundation Partners keep recognition for life.
Unified billing
One invoice per month for all your clients. Billing advice and CSV sent to your nominated email on the 20th.
Support & tools
Multi-client dashboard, white-label reporting at higher tiers, and direct access to the InvestSync team.
Apply to join
Already have an account? Apply from the app to link your organisation.