Empower Your Clients Globally
Give your clients the power of multi-currency accounts and effortless global money movement. As a Truly Financial referral partner, you can help businesses expand internationally while simplifying their finances. Manage all your clients’ global financial needs on one platform — with full compliance and support every step of the way.
One Dashboard for All Your Clients
With a dedicated partner dashboard, you stay in control of your clients’ global finances without hassle. Easily introduce new clients who need international money movement and multi-currency accounts, and manage their activity from a single login. Your clients trust you to handle the details, and Truly Financial gives you the tools to deliver:
- Effortless referrals: Invite clients to Truly Financial when they need to send, receive, or hold money worldwide in multiple currencies.
- Unified management: View and manage multiple client accounts in one place. No more juggling logins – switch between client profiles in seconds to monitor balances or initiate transactions.
- Assist with payments: Set up your clients’ payments – from running payroll to paying supplier invoices – on their behalf. Each payment waits for your client’s one-click approval, so they stay in control while you handle the heavy lifting.
Why Partner with Truly Financial
Truly Financial’s referral program is tailor-made for advisors and service providers who empower businesses. Whether you’re an accountant, bookkeeper, incorporation agent, startup consultant, or global tax advisor, partnering with Truly gives you a competitive edge. You’ll strengthen client relationships and unlock a new recurring revenue stream for your practice.
- Faster onboarding for clients: Referred businesses get priority onboarding—and as a partner, you can help fast-track the process by initiating applications and submitting documents you already have, minimizing work for your clients.
- Dedicated support: Gain a direct line to the Truly Financial team. From day-one training to ongoing assistance, we’re here to help you and your clients succeed at every step.
- Recurring revenue: Earn ongoing referral commissions for every active client you bring onboard—turn your trusted guidance into a new stream of monthly income.
- Global-ready platform: Give your clients a modern financial solution built for international business. They’ll access multi-currency accounts, cross-border payments, and currency tools—all in one platform.
- Rock-solid compliance: Trust in a fully compliant, secure service. Truly Financial adheres to stringent global regulations, ensuring every account and transaction meets regulatory standards—keeping you and your clients protected.
