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Partner Program

Valuations for professional partners

Built for financial planning groups, legal firms, accounting practices and brokerages. Intaleks onboards your firm, your firm adds its advisers, and every valuation stays visible at firm level.

Apply for partner onboarding

Account structure

One firm account. Many adviser accounts.

A firm owns its access and oversight. Individual advisers use their own logins to create valuations for clients.

1. Partner Firm

Holds plan access, billing, users and firm-wide oversight.

2. Adviser Users

Added and managed by the firm administrator. Each has an individual login.

3. Valuations

Created by advisers and visible to the firm for review, reproduction and export.

How it works

A guided start, then your team takes over.

  1. 01

    Apply and book onboarding

  2. 02

    Intaleks sets up your firm

  3. 03

    Choose a plan

  4. 04

    Invite advisers

  5. 05

    Create and oversee valuations

Partner pricing

Two plans, both firm-wide.

Partner access is separate from Business Owner plans. Plans do not renew automatically: at the end of each 30-day period, your firm actively chooses to renew, upgrade or stop.

Partner

$495AUD / 30 days

  • 5 valuations across the firm for 30 days
  • Unlimited adviser logins
  • Firm-level visibility and report export
  • Additional valuations available at $295 each

Partner Unlimited

$995AUD / 30 days

  • Unlimited valuations across the firm for 30 days
  • Unlimited adviser logins
  • Firm-level visibility and report export
  • Upgrade path for growing firms