Stockspot partner benefits are designed to help you build more meaningful relationships with your clients while giving them the best investment experience.
As a Stockspot partner, you'll gain access to Australia's most sophisticated robo-advice software, education and support. We'll help you look after your clients and grow your business
As more of your clients invest with us, you'll progress to a higher tier level and enjoy even more benefits.
|Total client balance||Up to|
|Access to Australia's largest robo adviser|
|Membership to the Stockspot Partner Program|
|See all of your clients in one place|
|View-access to your client portfolios and profiles|
|Ongoing investment advice for your clients|
|Annual portfolio reviews for your clients|
|Performance reports and tax documents|
|Bespoke portfolio reports to make your life easier|
|Resources to differentiate and grow your business|
|Access to articles and videos to educate your clients|
|Free subscription to the Stockspot monthly newsletter|
|Stockspot marketing materials for your team and events|
|Hard copies of Stockspot ETF research for your clients|
|Dedicated Stockspot account manager|
|Class Super integration for your SMSF clients|
|Access to Stockspot guest speakers for your client events|
|Extra value for you and your clients|
|Receive discounts to pass on to your clients*||5%||10%||15%|
* Conditions apply – see your Stockspot Partner Agreement.
If you already have a Stockspot for Professionals account, you can register for our Partner Program
via your professionals dashboard
Otherwise, enter your details below to get started.