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.
What We Offer
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.
Help Clients Avoid Costly Payroll Mistakes
Help your clients reduce risk and stay compliant by referring an automated, accurate payroll solution. isolved simplifies payroll processing and tax compliance, so your client base can pay employees on time, avoid penalties and get back to growing their business.
Make Pay Strategy Part of Your Advisory Value
Make it easier to plan merit increases, manage bonuses and align pay with performance—all in one place. Whether working with existing clients or new prospects, you’ll be the advisor who helps them stay competitive and retain top talent.
Extend Your Role with Retirement Planning and Financial Wellness Support
Your clients already trust you with long-term financial planning. isolved helps you offer access to retirement planning, 401(k) plan management and financial wellness tools. It’s a natural fit for firms focused on elevating wealth management or expanding referral programs.
Better Predict Workforce Needs with Real-Time Insights
Your financial advice becomes more strategic when paired with data. isolved Predictive People Analytics gives you and your clients real-time insights to spot attrition risks, close skill gaps, improve EX and make more informed financial decisions.
Simplify Expense Tracking, Strengthen Financial Planning
Your financial advice is only as good as the numbers behind it. isolved automates expense tracking and reporting, giving your clients control over their spending and providing you with better insights for client referrals, budgeting and financial strategy.
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.
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
Stay ahead of client needs, market trends and regulatory changes with content created for financial professionals.
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 from advisors on the state of benefits, financial and HR advisory, as well as top challenges and opportunities for the future.
Get the Report