Partner console

Invite links

Each month you earn your share of what your firms actually paid SignalWealth on their subscriptions (less any refund), while they're with you. One-off charges don't count. SignalWealth closes each month after it ends; a closed statement never changes, and a refund made later shows up as an adjustment on the next one. Months follow Central time.

You see each firm's setup, plan and usage. You never see a firm's clients or their records.

Share a link with agents you bring on. Anyone who signs up through it joins you from day one, sees your name and logo on the sign-up page, and gets the plan, trial and any discount you set on the link.

Build your automations, email templates, forms, pipelines, presentations, tags and custom fields in your own workspace, then capture them as a kit. Pushing a kit creates them in your firms switched off: each firm reviews and turns things on. Pushing again only adds what a firm doesn't have yet; nothing a firm changed is ever overwritten. A kit never includes contacts or anything about clients.

To help inside a firm's CRM, ask the firm from its details (Firms → a firm → Ask for support access). The firm's admin approves it, for a set time, as View only or View and work. Everything you do is logged and the firm sees a bar while you have access.

Partner admins manage this team. Partner support see the firm list and details. Everyone signs in with two-factor authentication.