Peaky Partner Program
Your portfolio, built for advisory.
Why Partner with Peaky
Your clients don’t need another report. They need fresher, faster updates — and better advisory. That’s what partnering with Peaky gives you: scale and quality in every plan you run.
Efficiency
Serve more clients without growing headcount. Plans update 4× faster.
Differentiation
Offer proactive, always-current financial planning that sets you apart
Retention
Deeper engagement = stronger client relationships.
Revenue
Expand services, capture more advisory fees.
How it works
No hoops, no long ramp-up.
Use Peaky on your own work, tap into our toolkit, and bring clients on board when you’re ready.
Keep plans alive
Use Peaky internally to keep client plans alive.
Unlock the toolkit
Get access to model packs, benchmarks and automation.
Grow together
Refer or onboard clients and grow with us.
Let’s scale
your advisory together.
your advisory together.