Your clients hold cash that earns almost nothing. You can see it in their accounts every year. The Elevare Partner Programme gives you a simple, structured way to act on it — and earn 50% of every review fee for doing so. No investment advice from your side. No compliance overhead. One introduction.
During your normal work — year-end accounts, tax planning, dividend discussions — you see clients with cash sitting in bank accounts earning very little. Any client with €100,000 or more in accessible cash is a candidate. You already know who they are.
A single sentence is enough: "I work with a specialist who reviews how cash is invested and finds better options — would you like an introduction?" You pass us their name and contact. We handle everything from there.
Elevare runs the Cash Optimization Review end-to-end. We map their cash, benchmark across 35+ global banks, and deliver a specific guide in their currency. The client pays the review fee directly to Elevare by card on the initial call.
As soon as the review fee is paid, 50% is transferred to your firm. No invoicing delay, no waiting for implementation. The moment the client pays — you earn. On a corporate review at the €5,000+ / $5,000+ / £5,000+ tier, that is €2,500 or more per introduction.
Every Cash Optimization Review has a fixed fee based on how much cash the client holds. Your firm receives exactly 50% — every time. Fees are paid by card on the initial call in EUR, USD or GBP, and your share is transferred promptly.
The fees shown below are identical to what your clients see on the main website — Individual section and Corporate section. There is no hidden pricing. Your clients can verify the cost directly. The 50% split is your private arrangement with Elevare and is not shown on the public-facing page.
If the review cannot identify improvements that would reasonably offset the fee within 12 months, Elevare refunds the fee in full. You can introduce this service with complete confidence.
The review fee split is your immediate income stream. It is straightforward, it requires nothing from you beyond the introduction, and it pays the moment the client pays.
The trigger question to use with clients is simple: "Are you happy with what you are earning on your cash and savings?" Most will say no — or not know. That is your opening.
Partners who build a consistent volume of introductions may also be eligible for a second income stream on implemented solutions — discussed individually at onboarding based on your firm's profile and volume.
Example — 5 introductions per quarter
Review fee income at avg. €3,500 / $3,500 / £3,500: €8,750 / $8,750 / £8,750 per quarter
Implementation income: discussed at onboarding
You already see your clients' accounts. You already have the relationship. You already know which clients have cash sitting idle. The only thing missing was a structured, credible service to refer them to.
That is what the Elevare Partner Programme provides.
Once registered, we send you a welcome pack including the introduction script, the client-facing one-pager, and your referral details. There is no contract, no minimum commitment, and no cost to your firm.
We will also schedule a 20-minute onboarding call to walk through any questions, discuss your client base, and — if relevant — the additional income stream for active partners.