Join
As an affiliate
Help clients get more complete financial guidance while keeping visibility into their journey. MVP affiliates can refer prospects and use a dashboard designed to make client support more holistic, organized, and transparent — for free.
This signup leads to Universal Wealth partner onboarding. Outside candidates can explore MVP advisory careers without a UW affiliation.
Affiliate dashboard
Visibility that helps you assist clients beyond one transaction.
Affiliate portal demo mode
See how referred prospects stay organized
Click through a sample affiliate dashboard that shows prospect status, planning needs, and warm handoff notes so affiliates can support clients more holistically.
Referral visibility
Affiliate dashboard
Use this sample view to understand how an affiliate can track introductions without becoming the client's investment advisor.
Prospects
18
Sample referred relationships
Scheduled
7
Advisor conversations active
Prospect #1
Avery Patel
Planning need
Tax-aware retirement income
Referral source
Tax planning client
Latest update
MVP advisor is preparing discovery notes for review.
Why affiliate
A referral experience built around relationship value
Your clients already come to you for trusted help. The affiliate path gives you a simple way to connect them with deeper planning support while staying informed.
See referred prospects in one organized dashboard
Understand where each client is in the planning process
Support clients more holistically without becoming their advisor
Coordinate around insurance, tax, retirement, and investment needs
Create a cleaner handoff while keeping visibility into progress
Offer added value to your clients at no cost to you
Who it works for
Affiliates may include insurance agents, tax preparers, accountants, bookkeepers, business consultants, and other professionals who regularly uncover client needs that connect to broader financial planning.
Free to support better outcomes
The dashboard is meant to help you assist clients in a more complete way. You can see progress, understand needs, and help clients stay engaged with the next step.
Affiliate with MVP