This Program empowers you to expand your offerings, manage your clients seamlessly, and get rewarded for helping businesses thrive.
As a Service Partner, you’ll gain access to our suite of financial tools designed to help you grow your practice, streamline client management, and deliver greater value to your clients.
There are two simple ways to get started, depending on how you engage with Global365.
When you subscribe to Firm, you’re automatically enrolled as a Service Partner. Firm gives you a centralized workspace to manage your clients, tasks, and team — and as part of your subscription, you gain exclusive partner privileges, resources, and co-marketing opportunities.
Not using Firm yet? You can still apply to become a Service Partner through our online application process. Once approved, you’ll be guided through onboarding and required to activate a Firm subscription to manage your partner account and clients effectively.
Becoming a Service Partner means joining a community of trusted professionals who help businesses adopt smarter financial solutions. Our program enables you to:
Earn commissions when you manage clients directly through Firm.
Expand your service portfolio with reliable, cloud-based financial tools.
Strengthen your business credibility as a certified Global365 Partner.
Sign up to Firm or submit an online application. We’ll guide you through the program and available tools.
Refer new or manage existing clients using Firm to deliver services and streamline collaboration.
Receive commissions for referred or managed clients and get featured as a trusted Partner.
We equip our partners with the right tools, support, and recognition to thrive in a competitive market.
Get recognized as a trusted Global365 Partner, opening doors to more clients, collaborations, and industry exposure.
Leverage branded materials, featured spotlights, & promotional campaigns to amplify your reach and attract new customers.
Upskill and get certified with dedicated training and workshops to strengthen your expertise and position you as a trusted advisor.
Be the first to explore the latest financial tools, upcoming product features and updates before they go public.
Get priority support, strategy sessions, and one-on-one guidance to help you grow your practice and optimize your partnership.
