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Clear onboarding flow

Choose your partner model first.

This is the start of the actual journey. Select the model, create your account, verify your email, sign in, complete onboarding, and then wait for admin approval before the full workspace unlocks.

1. Select referral or channel partner

2. Create your login with that model attached

3. Verify your email and sign in

4. Complete onboarding inside the portal

5. Admin reviews and activates your partner account

Faster path

Referral Partner

For consultants, accountants, and advisors introducing clients to Finanshels.

30% of first-year package value

20% on annual renewals

15% on approved add-on services

Continue as Referral Partner
Manual review

Channel Partner

For agencies and operators building a deeper commercial relationship with Finanshels.

30% of first-year package value

20% on annual renewals

50% of first payment on monthly or quarterly plans

Continue as Channel Partner