Financial Advisor Referral Program
Expand Your Financial Guidance with isolved People Cloud™
Help clients simplify payroll, improve employee retention and stay compliant with a people-first human capital management (HCM) platform, while strengthening your advisory role and earning rewards for every referral.
Why Financial Advisors Partner with isolved
Go Beyond Financial Advice
isolved makes it easy to deliver more value to your clients and build trust through referrals. As client needs evolve, you can help them solve their biggest workforce challenges without taking on more work.
A Partner You Can Rely On
With nearly 40 years of experience and 189,000+ employers served, isolved is one of the most trusted HCMs. We’re ranked among the top two HCM vendors most referred by brokers, advisors and consultants.
Technology That Grows With You
Our modular, yet unified HCM platform, isolved People Cloud™, delivered a 330% ROI and pays for itself in under six months. It’s easy to implement, backed by real people and built to grow with your clients.
Trusted by Business Leaders Nationwide
Recommending isolved means giving your clients access to one of the most trusted HCM platforms in the industry. We’re ranked #1 in User Experience and Vendor Satisfaction for payroll, benefits, onboarding and time management for mid-market businesses in Sapient Insights Group’s 27th Annual HR Systems Survey.
HCM Solutions Designed for Financial Advisors
With isolved, you can refer clients to cost-effective solutions to navigate payroll, compliance and retention challenges—all while reinforcing your value as a strategic advisor.
Partner Support You Can Count On
As a referral partner, you’ll get access to PartnerHub, a dedicated sales and marketing portal, along with a unique referral link, co-branded tools and templates, and incentives like gift cards and other rewards to recognize your referrals.
Customer Spotlight
How a Credit Union Cut Payroll Errors and Gained Back HR Time with isolved
After switching from a legacy provider, IH Mississippi Valley Credit Union finally got the accuracy and support they were missing. With better onboarding and reliable payroll, their HR team spends less time troubleshooting and more time focused on people.
Resources for Financial Advisors
Financial Advisors Are Evolving to Meet Client Expectations
See how advisors are responding to client demand by adding services like FMLA, compliance support and retirement planning.
Download the eBook
Trends Shaping HR, Benefits and Payroll for Financial Advisors
Explore insights from advisors on client needs, challenges and how they’re expanding into HR support and technology to stay ahead.
View the Infographic
Insights from 1,000+ Advisory Firms on Expanding with HCM
Get insights on the state of benefits, financial and HR advisory, as well as top challenges and opportunities for the future.
Get the ReportFinancial Advisor Program
Become an isolved Financial Advisor Partner
Join the financial advisors using isolved to expand their client base, deliver high-quality referrals and offer more value to current clients and new prospects.