Advisor Network

Provide more value to clients

Corelytics Advisors consist of independent accountants, financial advisors and consultants who either refer Corelytics or use it to monitor their portfolio of clients.

Instantly access clients’ financial progress

No matter where they live. In a few minutes each month, Advisors can provide in-depth analysis to keep clients on track with their goals and their industry. 

Getting started is easy and FREE!

Sign up for a free trial and familiarize yourself with the dashboard and Request Details with one of our representatives - that's it!

Benefits

• Increased revenue. By providing one hour each month to 30 clients (assuming a monthly fee of $300), you can earn over $100,000 a year. Many CPAs see a leveling of revenue yearlong rather than a spike during tax-time.

• Immediate access to client data. Your administrative view gives you an instant dashboard view the moment they update their accounting system.

• Improve your services and reputation. With the insight you gain from our dashboard, you can drill down and find the root cause of your clients’ performance issues.

• Additional business support and education. When you succeed, so do we, which is why we help you. We provide periodic promotional offers, visibility at conferences and events and regular aggregate data insights (Infographics), all of which you can use to write whitepapers or social media posts to attract new or retain existing clients.

• Involvement in a peer community. Become part of the new breed of discerning accountants and CPAs who are at the forefront of the new way of viewing the financial picture. You can share best practices and take the journey together.

• A Business Starter Kit will guide you through the process of growing your business with us