Finmagix Partner Network
Finmagix
Twelve planning modules, informed by CFP principles, show each user where they stand and what needs attention next. No advice, no products, no money management.
You, the partner
When a user's results call for a professional and they ask for an introduction, you reply directly, with their numbers in hand.
How it works
You apply, we verify your credentials and registration, and you are listed for the states where you practice.
Tell us what you practice and where. The form below is the first step.
We verify your credentials and registration, then list you for the states where you practice.
The request arrives by email. Introductions happen only when the user asks for one.
The user has already done the work, so you start the conversation with their numbers in hand.
It does not give advice, sell products or manage money. Advice stays with the licensed professional the user chooses to talk to, and that is you.
Finmagix may charge a referral fee per introduction under a separate written agreement.
Who we introduce users to
Each card shows the modules that can lead a user to that kind of professional, what that moment sounds like, and where you come in.
The moment
“My checkup shows a lot to work on. Where do I even start?”
Where you come in
You turn a clear snapshot into a plan. Income, spending, savings and debts arrive already organized, so your first meeting starts with strategy instead of data entry.
The moment
“My assets are growing. How do investing and taxes fit together?”
Where you come in
You bring portfolio design and tax coordination to someone who has already worked through the frameworks and knows which trade-offs they are weighing.
The moment
“Other people depend on my income. Is my coverage doing its job?”
Where you come in
You help them understand coverage in the context of their whole financial picture, and you meet them as a person who asked, not as a cold lead.
The moment
“College is a few years out. What might it cost, and how do we pay?”
Where you come in
You guide the decisions a projection cannot make for them: timing, aid, and how school choices change the numbers.
The moment
“I owe on several accounts and a payoff plan feels out of reach.”
Where you come in
You explain what consolidation or counseling can and cannot do for their situation, with their balances already laid out in front of you.
The moment
“My projection has a gap. When can I retire, and when do I claim?”
Where you come in
You turn a projection with stated assumptions into real decisions about income sources, timing and how long the money needs to last.
The moment
“I'm not sure I have the right documents, or who is named on them.”
Where you come in
You take them from a checklist of what is missing to documents that are drafted, signed and kept current.
Tell us what you do and where you are licensed. If our users need what you offer, we want to hear from you.
Watch
A short video on how introductions work, from a user's results to your inbox.
Contact us
A short note is plenty: your specialty, the states where you practice, and anything you would like to know about the network. A real person reads everything that lands at partners@finmagix.com, usually within two business days.
We verify credentials and registration before anyone is listed. Joining is free.
Questions
These answers summarize the Finmagix Advisor Partner Terms. If anything here differs from the agreement you sign, the agreement controls. Questions? Write to partners@finmagix.com.
Professionals who hold, in good standing, at least one registration or license we list: investment adviser or adviser representative, broker-dealer registered representative, insurance producer, attorney, or credit or debt counselor. You must be at least 18 and able to enter contracts in the states you choose. A firm can apply on behalf of its advisors if it has authority to bind the firm.
No. Joining is free. Any referral fee would be set out in a separate written agreement, and none exists unless an officer of Finmagix has signed it. You may not pay or offer Finmagix or anyone at Finmagix anything of value for placement, ranking or introductions.
You tell us your registrations, licenses, identifying numbers and disclosures, and certify that they are true and complete. You re-certify at least once every 12 months. We check what you tell us against public and regulator records, such as SEC IAPD, FINRA BrokerCheck, NIPR and state bars, and we may ask for documents such as a certificate of insurance. You are listed only in the states where you are licensed, and only after we have verified your registrations.
A Finmagix user chooses to send you a message, and you reply to them directly. Finmagix does not select, match or endorse you to any user; the user decides whom to contact. Everything after the introduction, including any engagement, fee, advice or product, is between you and the user. You are expected to respond within the window set in the agreement, or tell the user you cannot help, and you may not share or sell an introduction to anyone else.
No. Finmagix is a directory, not an adviser. You are independent, not an employee or agent of Finmagix, and you decide what advice to give and how to charge. Verification means only that a public record matched what you told us on the day we checked. It is not an endorsement or a background check, so you may not describe yourself as “Finmagix-approved” or similar.
You are. Finmagix does not give financial, investment, tax, insurance, legal or credit advice, and it is not responsible for the advice, products or services you provide to a user. The agreement includes disclaimers, a limit on Finmagix's liability and an indemnity from you, so read that section closely before you agree.
Within 10 business days, tell us if a registration or license lapses, is suspended or revoked, or you change firms or regulators; if you become the subject of a regulatory inquiry, disciplinary action, complaint, arbitration, relevant lawsuit, criminal charge or bankruptcy; if your errors-and-omissions coverage lapses or drops below what you reported; or if you stop offering a service or operating in a state you listed.
What a user sends you is given to you so you can respond to that user, and you may use it only for that. You protect it to at least the standard your regulator requires, do not add the user to marketing lists without their separate consent, and delete it on request. You must tell us within 72 hours of learning of any breach involving Finmagix user data.
Yes, by either of us. You can remove your listing at any time. We may suspend or remove it if a statement you made is untrue, a registration lapses, a user or regulator raises a concern, or you breach the terms. We may also remove listings for any reason on 30 days' notice.