For Trusted Professionals
For wealth advisors, accountants, lawyers, financial planners and other trusted professionals — give your clients private portfolio visibility without compromising your professional mandate.
Your relationship, preserved
MyInvestFolio is an infrastructure layer, not an advisory firm. We never displace, contact or solicit your clients. The client relationship is, and remains, yours.
A complete view your client can trust
Your client sees their entire portfolio in one private, encrypted place — across institutions, currencies, holding entities and jurisdictions. They come to advisory conversations better-prepared, with cleaner data.
No commissions. No data sales. No conflicts.
We do not earn from any broker, fund, bank or platform. We do not sell client data. We do not use external AI or analytics on portfolio content. Independence is structural, not a slogan.
The Partner Rate
Clients introduced through trusted professionals receive a 20% reduction on the standard subscription rate. The discount is applied automatically and persists for the life of the subscription.
How it works
- You submit your client's name and email through the trusted introductions form below.
- We send your client a private invitation referencing your introduction.
- Your client signs up at the Partner Rate (20% off). You receive a confirmation once activated.
- You maintain full visibility of every client you've introduced through your Trusted Professional Portal.
Introduce a Trusted Client
Trusted introductions are reviewed personally. Your clients will never receive unsolicited contact.
Already a partner?