Partner program
Rebate overview
You qualify for Symplany’s Partner Program when your split-adjusted Symplany AUM (i.e. Symplany One/FLD and/or Symplany Pro) reaches $75M or more.
| Practice size (Symplany AUM) | Rebate* (applies to program fees, not AUM) |
| $75M | 5% |
| $150M | 10% |
| $225M | 15% |
| $300M | 20% |
*Cliff structure: your rebate tier is determined by your total Symplany AUM. Once you qualify for a tier, that rebate percentage applies to all Symplany One program fees, including the fees incurred below that tier. For example: a practice with $150m+ Symplany AUM qualifies for a 10% rebate on all Symplany Pro program fees.
You can learn more about the Symplany One partner program here.
Additional bonus from Cetera & NSRG
Cetera & NSRG offer an additional 4 basis point bonus on split-adjusted Core IA AUM over $75M.
Bonuses (including the Symplany rebate) are paid quarterly and are subject to change at any time.