Advisor Affiliate

Engaging tools that simplify the planning conversation.

Engage those clients with a tool that lets you serve them, and be available right when you're needed.

Generate Leads

OnTrajectory offers Advisors the opportunity to run their own marketing campaigns with a real call to action that can serve any prospect that comes in the door. These are your leads, not sent to multiple advisors making you sprint to a discussion. Instead, allow your potential clients to engage the planning process before you reach out.

Qualify Prospects

While serving any potential clients through OnTrajectory’s Goals based planning application, you are also notified of those clients who have come in through your channels and meet your lead criteria. Additionally, with our Ask an Advisor service, you get the right of first refusal to answer questions that come from prospects generated through your marketing efforts.

Serve Future Clients Now

Regardless of whether a client needs your expertise in this moment, you can still serve them by offering a simple and robust planning experience. This allows them to stay in your orbit until they hit one of those life events that often drive the initial client relationship. The digital natives are reaching the age where they need advice, but they are different than older generations. They expect an intuitive digital experience coupled with a knowledgeable guide.

How it works

Advisor Affiliate

  • Hold up to 100 leads
  • Custom OnTrajectory Link
  • Ask an Advisor direct to you
  • Customized Filtering


What is the Advisor Affiliate Program?

OnTrajectory provides access to our goals tool through an affiliate link to advisors and financial planners. They can use that custom link in any marketing materials to drive new potential clients into a simple, goals-based planning experience.

How does the program work?

The advisor or financial planner embeds the OT Goals affiliate link in their marketing programs. The link can be placed on the advisor’s website, in any marketing materials, or in social media posts. When Prospects click on the link and sign into the Goals tool, the advisor receives a notification email. Once a month, the advisor receives a report that details all users in the program.

How do I sign up?

Contact us through our interest form here. You can choose a time to chat with us or provide us with times that work for you.

Is the advisor or planner responsible for marketing?

Yes, though, OnTrajectory does offer additional marketing packages. Please contact us for more information.

What does the program cost?

The program has tiered pricing based on criteria set by the advisor or financial planner. The program starts at $99 per month.

Is there pricing for larger firms?

Yes, enterprise pricing is available. Please contact us to discuss your firm’s needs.

How am I billed?

Monthly via credit card

How do I cancel the program?

After the initial term, the program will run on a month-to-month basis and may be canceled at any time. If an account is canceled, the program will stay in effect until the end of the then-current billing cycle.

How long is the initial contract term?

There is an initial 5-month term. Upon completion of the initial 5 months, the program renews monthly.

Why do I have to sign up for the initial 5 months?

It takes time for you to see results from your marketing. Trying something for a month or two typically won’t result in meaningful results. Many programs suggest 6-month terms. We find that 5 months will provide you with information so you can move forward with plans for your firm.

How do I contact support?
What is your privacy policy?

Our privacy policy can be found here.

What are your terms and conditions?

Our Terms of Service can be found here.

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