Co-branded screening. White-label reports. API access. Built to complement the advisory relationship.
Co-branded conviction reports. White-label output under your firm's brand. API access for workflow integration. CRM integration (HubSpot, Salesforce, Zoho). Priority processing and fast turnaround. Referral economics for qualified partners. Dedicated account support. DPA and custom data retention.
M&A boutiques and corporate finance advisors
Law firms and structuring specialists
Tax and compliance advisory firms
Private bankers and wealth advisors
Market-entry and expansion consultants
Corporate service providers and fractional CFOs