Affiliate Program for Fintech B2B and B2C Wealth Management Platforms
Who is a fit to be an Affiliate?
Our affiliate program is open to both individuals and businesses. The affiliate program applies to all of our solutions, which means we probably have something compelling for any type of investor or investment professional in your network. Because our B2B and enterprise solutions tend to start around $5000 and go up into the millions – this is a great high ticket affiliate marketing opportunity.
Who do we think is a good fit for the affiliate program?
- White hat professional affiliates or influencers with some knowledge in investments or a curated audience of traders or investors
- Investment professionals, directors, consultants and board members
- B2B Fintech sales professionals, accountants, attorneys, trustees who make make recommendations incidental to your core offering
- Product Wholesalers and internals who can add objective recommendations for allocations
What is covered?
The affiliate program covers everything we do – and all of our websites:
- http://69.164.195.97
- https://www.portfoliothinktank.com
- https://advisors.portfoliothinktank.com
* does not include billable work or pass through costs
Affiliate Payouts
As an affiliate, you earn 10% of all revenues throughout the whole first year from when the investor signs up.
Resources
We have some great resources on the web: Check out The Resource section of the website:
http://69.164.195.97/#resources
In addition we have a large library of compliance approved presentation materials – just let us know what kind of opportunity you have and we can send you the appropriate materials right away. Some of our content includes:
- Rolling out a Digital Advice Solution – a Guide
- Diversification Optimization vs Mean Variance Optimization
- A fintech’s guide to increasing revenues with Fiduciary Recommendations
- Why Absolute Return Investors need to be Diversification Strategies
- Why Mutual Funds are dying
- Model portfolios Vs. Custom Portfolios
- How to Implement Direct Indexing
- Why Diversification Matters – More than Ever
- A regulatory Guide for Fiduciaries: Diversification, Skill and Prudence
- Yolo Investing
- How to Measure Portfolio Diversification
Ways to work together
As an affiliate, we offer a few ways to work together:
- You send us web traffic – We do everything else.
This is a good fit for any kind of business and works for both individual investors and financial institutions. This works when you sign up and receive special links that investors and companies click on and it tracks the click and sources you as the affiliate. You can embed this link anywhere on the internet, social media or emails.
- You set up meetings with prospects
This option is only available for the business to business side of things at Gravity Investments. You arrange a meeting with a prospect and we do everything else. When they sign up you get commissions on all
Qualifications
You must qualify to become an affiliate. Qualifying as an affiliate means you have to uphold high ethical standards and be subject to compliance oversight for any marketing to a general audience. Our team makes this process a breeze and it is mostly common sense stuff.
FAQ
Payments and Earnings
How often do I get paid?
We pay our affiliates monthly.
Is there a minimum payout threshold?
Yes, there is typically a minimum payout threshold that you must reach before receiving commissions. The specific threshold is $50. You can find more details in our Affiliate Agreement.
Is there a cap on earnings?
No. As an affiliate, we do not limit or restrict your earnings. We only limit the commission of a single deal to a maximum of $100,000 per deal. If you can successfully refer multiple fintech, banks and financial institutions there is no limit to your total income potential.
How does it work?
Am I responsible for sales?
No. We handle all of that. You are welcome to participate in meetings and demo’s as you see fit.
How do I join the Affiliate Program?
Signing up for our affiliate program is easy – just fill out the form and check your inbox for your approval. Note that approval is manual and may take a few days.
What are the benefits of joining the Affiliate Program?
By becoming an affiliate, you can:
- Earn competitive commissions for each referred client.
- Access promotional materials and resources to help with referrals.
- Monitor your earnings and performance through our affiliate dashboard.
Do I need a website or blog to participate?
While having a website or blog can be beneficial, it’s not mandatory. You can promote our services through various online and offline channels, including social media, email marketing, networking or even from you or your team’s regular sales process.
Can I embed my affiliate links on various sites?
Most sites. This includes:
- LinkedIn.com
- Medium.com
- TickTock.com
- Instagram.com
- Facebook.com
- X (Twitter)
- Reddit.com
- Quora.com
- Youtube.com
Also, you can embed links on microblogging sites:
- Seekingalpha.com
- Stocktwits.com
- Bbogleheads.org
In general, you can embed links on any site, but we may disavow traffic if the site is unsafe, misleading or damaging to our investors or reputation in any way.
How can I track my referrals and commissions?
For SAAS deals we provide our affiliates with a user-friendly dashboard where you can track your referrals, commissions, and performance metrics in real-time. For AUM and other enterprise deals we are still building out our affiliate dashboard, but you will get monthly statements.
Legal & Compliance
Are you licensed?
Yes. We are licensed in the United States of America as a registered investment advisor (RIA). As a Registered investment advisor, We are regulated by the United States Securities and Exchange Commission (SEC.) You can look us up here: https://brokercheck.finra.org/
Even though this link says broker check we are not a broker. A broker is a different type of regulated entity called a broker-dealer. A broker dealer normally makes money from transactions and commissions. We believe that being a fee-only investment advisor allows us to provide objective and unconflicted advice to help deliver the best investment Solutions and outcomes.
Do I have to be licensed?
No. As an affiliate of Gravity Investments / Portfolio ThinkTank you do not have to carry any securities licenses. You are not providing any investment advice. We do that. You are not selling any investments – neither do we. You do have to uphold standards of ethics, including basic things like telling the truth, keeping a lid of exaggeration and hyperbole and not discussing performance with the necessary disclosures.
You also must have never had any changes or convictions of fraud or any financial crime or be barred from any securities industry anywhere in the world.
Do I have to live in the United States to qualify?
No. You can reside and be a citizen of any country not under sanctions by the United States.
Will I get a free account as an affiliate?
Yes. You will get a free account. You can use this account to create investment research, portfolio backtests and analytics. You can share your results with your followers and friends.
I hold a series 7, 6, 63 etc… Can I still become an affiliate?
Yes. You may want to check with your home office, OSJ or compliance department, but it is no problem for us.
Are there any requirements to maintain participation in the program?
Yes. To remain eligible in the program you must maintain compliance eligibility and you must meet minimum performance standards?
What are the minimum performance standards?
You must successfully refer at least one (1) new client or investor to us within your first year of joining the program.
Can I participate in other affiliate programs while promoting your investment solutions?
We do not restrict you in any way in this regard.
Can I sign up my whole sales team?
If you are in sales in an adjacent space, we can sign up your whole team and train your sales team.
Getting Help
How can I get support or assistance with the program?
Check out our resources above and don’t be shy to call or email – we ain’t hard to find!
Do you offer training or resources to help me succeed as an affiliate?
Yes. Once you sign up and are approved you will be enrolled in the new affiliate training flow.
How do I report technical issues or problems with my affiliate account?
You will be emailed a support contact right after approval.
Can I use paid advertising?
Yes. But ads require compliance approval in advance.
What is a great way to get started?
Our free portfolio analyzer is a great starting point. It is free to use and very engaging, so it breaks down barriers for investors to get started. Once investors are armed with these new, unique and powerful insights into their investment account – they are on the path to making it better – and becoming a new client. This way you are delivering value to your network from the very beginning.
Learn more about Gravity Investments
What are your credentials as an Investment Manager?
You can see out history here: http://69.164.195.97/about-us/
How long have you been around?
Gravity Investments was founded in 2000, now celebrating our 23rd year!
Have you ever been charged with any violations?
No. Neither Gravity Investments (Gravity Capital Partners is the wholly owned RIA) nor any of its employees or owners have any violations. You can looks us up here: https://brokercheck.finra.org/
What products do you support?
We support individual stocks, Exchange traded funds, mutual funds, cryptocurrencies, currencies (FX) and futures in North America. We can support private vehicles like hedge funds, private equity and venture capital, but not with a free account.
