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How it works
We wanted to make the process as seamless and simple as possible, to ensure you can get paid without compromising your workload.
Submit your referral
Track status
Get paid
Who is it for?
Referral Hub gives you a seamless, secure space to manage and track client referrals from start to finish, all in one place, so you can focus on providing exceptional service to your clients.
No more back-and-forth emails or chasing referral partners for updates.
For Accountants
For Financial Planners
For Brokers
And more...
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