Our advisor partnerships are available to any firm or advisor that provides professional financial planning to clients. With our advisor partnership, professional financial planners are highlighted to Filiphant® Household customers as trusted professionals.
To learn more about advisor partnerships, please contact us at info@filiphant.com.
If you’re an accredited advisor or planner that’s interested in using our software, please contact us at info@filiphant.com.
When a professional financial advisor or planner purchases Filiphant® Professional, they are automatically eligible to become an advisor partner. If the professional advisor would like to become an advisor partner, their credentials will be confirmed before being listed on our website as a partner.
Advisor partners are highlighted to Filiphant® Household customers as trusted professionals that they may contact with any questions about their DIY financial planning and potentially establish a long-term advisory relationship.
If you’re a professional financial advisor that would like to become an advisor partner, please contact us at info@filiphant.com.