BOSSMAKERWhite-label partner platformExisting partner sign in
Partner application

Launch your own branded client intelligence platform.

Offer BOSSMAKER to your clients under your own name, logo, and colors. Your workspace is created the moment you apply, so you can brand it and register advisors while BOSSMAKER reviews your organization.

  1. 01
    Apply and pay the setup fee

    Choose your plan, tell us about your organization, and pay the one-time setup fee by card. It is refunded in full if we decline.

  2. 02
    Secure and brand your workspace

    Enter the code we email you, choose a password, then add your name, logo, and colors.

  3. 03
    BOSSMAKER review

    We confirm your organization, usually within 24 hours. Clients can join as soon as you are approved.

  4. 04
    Meet your BAMA

    A dedicated Account Management Assistant is assigned to you as soon as the BAMA program is live.

A BAMA is assigned to every partner.Your BOSSMAKER Account Management Assistant is a named person who guides you through branding, advisors, client invitations, and billing. The BAMA program is being finalized now. Yours will be assigned as soon as it is live, with nothing for you to do.
Controlled self-onboarding

Apply for a partner organization

Required fields are used only to review and provision the requested organization.

Requested address: /portal/your-organization

Choose your plan
Today
Nothing. No setup fee is charged with this application.
After approval
A 30-day free trial of your plan. You add a card when you activate in Billing; nothing more is charged during the trial.
Then monthly
Advisory Professional: $899 a month, 30 client households included, then $25 each. Cancel any time; you are never charged for a month you have not started.

Your workspace is created right away. Clients can join only after BOSSMAKER approves your organization, usually within 24 hours.