Your client relationship stays yours
You remain their trusted advisor. Our work complements yours; it does not replace it.
Partner program
Refer with the same certainty you bring to your advice.
We work with accounting and tax firms, HR consultancies, law firms and financial advisors who want to offer their clients a solid firm to make their talent investment more efficient.
Our commitments
Your reputation travels with every referral. We protect it as our own.
Confidentiality
Every case is handled discreetly, for your client and for your firm.
An architecture you can stand behind
Documented compliance, active REPSE registration and repeatable processes. Your referral is backed up.
Visibility on progress
We keep you informed at every stage: diagnostic, implementation and operations.
Who we work with
Firms that advise decision-makers.
Accounting and tax firms
Who know their clients’ talent costs first-hand.
HR consultancies
Who support the attraction, retention and development of teams.
Law and corporate firms
Who safeguard the structure and compliance of the companies they represent.
Financial and wealth advisors
Who want to improve their business clients’ cash flow.
How it works
Four steps, one point of contact.
- Step 1
You introduce the opportunity
An initial conversation about your client’s profile, without sharing sensitive data.
- 3 to 5 business days
Diagnostic
With your client’s authorization, we analyze their situation. You can join the presentation of results.
- 4 weeks
Implementation
With a dedicated point of contact for you and your client.
- Every cycle
Follow-up
Ongoing operations and a response to any issue within 24 hours.
How we collaborate
A good referral speaks well of the person who makes it.
Every client you refer is part of a recognition program for your firm. Terms are agreed in conversation, based on the type of firm and the scope of the collaboration.
Active partners
Sign in to the partner portal.
Generate quotes with Umbral’s calculator and follow up on the clients you refer, with your personal login.
Partner application
Let’s talk about your firm.
We’ll contact you within 24 hours to schedule a conversation with our team.