Partner with SoftPak.
Join the network of technology, consulting, and referral partners helping RIAs and institutions modernize their operations.
Find your partnership model
Whichever way you want to work with us, there's a partnership model built for it.
Technology Partner
Build native integrations with the Urebal platform.
Consulting Partner
Help clients implement and optimize SoftPak across their firm.
Referral Partner
Introduce SoftPak to your network and earn on every referral.
Everything you need to succeed
Dedicated Partner Success Manager
A single point of contact to help you grow the partnership.
Co-Marketing Support
Joint content, webinars, and case studies that put your name forward.
Revenue Sharing
Earn on every client you bring or help implement.
Priority Technical Support
Fast-tracked support so your integrations never stall.
From application to first client
Apply
Tell us about your firm and which partnership model fits best.
Get Approved
Our partnerships team reviews your application within days.
Onboard & Train
Get set up with the tools, training, and resources you need.
Start Growing Together
Refer clients, build integrations, or deliver implementations.
Trusted by leading fintech organizations
We work alongside the platforms RIAs and institutions already rely on every day.
Apply to become a partner
Tell us a bit about your firm and which partnership model fits best — our team will follow up within a few business days.