Entole Partner Program

Welcome to the Entole Partner page. We are looking to forge connections with organizations and individuals who understand the daunting journey modern family offices face in keeping track of their investments, assets and other wealth vehicles. Couple that with a need to seamlessly transition wealth from one generation to the next and that journey can seem like an insurmountable mission.   

Stairs in front of a window.

What do we offer?

We have various partner types from strategic to white label. If you’re interested in learning more about the opportunities Entole provides to its partners, we welcome the conversation. Entole would like to hear your story to better understand how while working together we can help family offices take control of their data and drive their wealth to new heights.  

Where do you fit in?

  • You will be provided with introductory training as well as Entole platform certification opportunities.

    As a certified implementer you may receive referrals from Entole.

    You will receive up-to-date guides, manuals, training materials and other collateral necessary to implement the Entole platform swiftly and effectively.

    The Entole team works collaboratively with Implementation Channel Partners to deliver the backend professional services required for each client installation.

  • You are given the opportunity to sell the Entole platform as a part of your overall offering, earning a share of the revenue generated.

    You will be provided introductory training and are required to be certified to sell and implement the platform.

    You will receive up-to-date guides, manuals, training materials, and other collateral necessary to implement Entole quickly and effectively.

    The Entole team works collaboratively with Reseller Channel Partners to deliver the backend professional services required for each client installation.

  • As an Implementation or Reseller Channel Partner you’ll be given a site branded with your logo, look and feel.

    You are provided introductory training and are required to be certified to sell and implement the platform as your own solution.

    You will have access to up-to-date peripherals, training materials, manuals and other collateral necessary to implement Entole quickly and effectively. All collateral can be rebranded with your look and feel.

    The Entole team works collaboratively with White Label Channel Partners to deliver the backend professional services required for each client installation.

  • An Integration Partner enters into a relationship with Entole with the understanding that the technology connection will be mutually beneficial.

    An Entole Integration Partner will benefit from the proliferation of the Entole platform being sold and implemented through a group of Channel Partners blanketing the family office space.

    The more mutual clients wanting an integration technology the more revenue you as an Integration Partner should generate.

10 Reasons To Partner With Entole

  • 1. Increase Revenue Streams

    We are looking to partner with like-minded industry leaders in the family offices space. Through the partnership we want to make sure to fully align to generate sustainable revenue for both parties.

  • 2. Ability to Embed Best Practices

    Entole takes considerable pride in seeking out and following family office best practices. This allows clients to take advantage of the best practices Entole has implemented according to acclaimed third-party standards.

  • 3. Easy to Evaluate Metrics

    Data throughout the application is tracked and reported in an intuitive manner using Scorecards. Always know your status and raise your score by keeping your data up to date.

  • 4. Cutting Edge Technology

    Entole is built on an Enterprise technology stack, providing best of security, access control, data analytics, and integrations. We are passionate about delivering a streamlined experience to our users and carefully design the user experience with modern web, mobile, and desktop technologies to make the complex simple.

  • 5. Robust Integrations with Financial Vendors

    Not only has Entole integrated with many common financial systems and applications, but the data pulled over is thorough, providing deep insight into a user’s financials without having to login to a separate system to view.

  • 6. Superior Security Protocols

    We partner only with industry-leading, best of breed partners that go through rigorous security assessments such as Oracle and AWS.

  • 7. Multi-Account Feature Allowing Full Transparency

    If you have multiple family offices in your portfolio, this component allows you, as the administrator, to view all your family offices within one central command center.

  • 8. White Label/Client Branded Sites

    We understand the mutual advantages of allowing someone else to sell and market our software under their label. Our objective is to build an excellent platform you can leverage to continually improve what you offer to clients. We are passionate about the platform and enabling service providers.

  • 9. Social Network Characteristics

    The Entole platform is based on connectivity and ease of communication. To that end there is a chat feature built-in, allowing for social connection within your family network.

  • 10. Roadmap Filled with Creativity & Innovation

    We are not afraid to entertain all kinds of ideas if they are innovative and further our mission to be flexible, scalable, nimble, and modular driven.