How It Works
Three steps, and the selling is ours.
1. Register the firm
Email us the firm’s name and contact before we speak with them. Your registration holds for 90 days.
2. We run the conversation
Bancroft handles the walkthrough, pricing, onboarding and support.
3. You are paid once the firm has paid for three months
$500, $750 or $1,250, depending on its plan.
The Terms
- $500 for an Advisor firm, $750 for Growth, $1,250 for Firm.
- $250 more for each firm from your third in any 12 months.
- Paid by ACH the month after it is earned, and never taken back.
- Prefer not to be paid? We give the fee to the firm you introduced as a credit on its account instead.
- No quotas and no paperwork beyond a short agreement.
Who It Is For
- Compliance consultants and outsourced compliance firms.
- RIA technology and operations consultants.
- Advisor coaches and practice-management consultants.
- Study-group organizers and advisor-community leaders.
The Ground Rules
You tell each firm, in writing, that we pay you a referral fee. You describe Bancroft in our approved words. You never comment on anyone's legal documents or situation. Licensed attorneys are not eligible, and you cannot earn on a firm you work for or serve as its compliance officer.
Bancroft is white-label estate-planning software for financial advisors, with published prices and no per-document generation fees.