Transparent registration
Submit the employer and document the relationship. Protection starts only after BOSSMAKER review and acceptance.
BOSSMAKER BROKER PARTNERS
Protect your book. Strengthen every employer relationship.
Bring employers a private financial-wellness benefit while remaining visible, informed, and actively involved throughout the relationship.
MEET VICTORIA
Who is BOSSMAKER—and what does it do?
Take a guided look at the private Financial Command Center, the educational tools employees receive, and the structure that helps brokers bring lasting financial wellness to employer relationships.
Clarity for employees. Visibility for employers. Relationship integrity for brokers.THE RELATIONSHIP INTEGRITY PROMISE
Your employer relationships remain your relationships.
BOSSMAKER will not use a protected employer roster as an independent prospecting list, solicit the employer for competing brokerage services, or intentionally bypass the registered broker in material employer communications.
Broker participation
The broker remains included in material sales, installation, renewal, and relationship discussions.
Employer choice preserved
The employer retains the right to select or change its representatives. Protection never overrides employer direction.
A STRONGER EMPLOYER CONVERSATION
Financial wellness without compromising employee privacy.
Employees receive a private Financial Command Center, guided onboarding, a living financial profile, and educational assessment tools.
Brokers may see
Employer launch status, invitation and activation totals, aggregate engagement, relationship history, and approved portfolio reporting.
Brokers never see
Employee income, assets, debts, documents, assessments, reports, messages, advisor conversations, or personally identifiable financial activity.
PRIVATE BROKER/ADVISOR POOL
Already part of BOSSMAKER?
Signed-in clients and active platform members can browse brokers and advisors approved for their organization inside the secure platform. Professional profiles do not appear on this public application page.
FOUNDING BROKER NETWORK
Build a protected BOSSMAKER portfolio.
Apply at no cost during the founding period. Approval is required before dashboard access or employer protection is activated.