Built for advisors
Set client accounts up in just 15 minutes
Give your customers financial products they’ll love.
Priority support from our partner team
Improve your economics
- Tap into a new revenue stream by earning fees on each company you refer.
- Accelerate your go-to-market by promoting our partnership with co-branded materials.
- Offer your customers exclusive access to benefits on Neat.
Easy to get started
- We will provide you with access to our partner portal (Tapfiliate)
- Access to sales materials, product training support, and co-branded collateral.
- Unique tracking link to track applications end-to-end through the Neat funnel.
- Monthly performance report and payments
- We have partnered with Xero to make things faster for you and your clients. With our Xero certified feed simplifying your admin even more.
- Updates transactions every hour from your Neat accounts to Xero.
- Rapid set up, connect in minutes
“We have worked with Neat in Hong Kong since 2019 and can trust them to provide Partners business account services to our clients in a timely and professional manner. We don’t hesitate to refer clients, especially now that one cannot travel to Hong Kong to meet a bank, but can still open a Neat account remotely”
Vlad Sharuda, CMO, Osome