Your clients need a legacy plan. You can be the one who makes it happen.
You already have the relationship and the trust. Soult gives you a referral code to share with your clients — so they can secure their vault, protect their family, and credit you for making it happen. It costs you nothing to join.
With clients, on your website, in your email signature, during a meeting
2
Client signs up using your code
They register on Soult and enter your referral code at signup
3
Client upgrades to a paid plan
When they choose a paid vault plan, your commission is triggered
4
You earn. They're protected.
Commission tracked in your partner dashboard. Paid out periodically.
Who This Is For
If you already have the conversation — this is for you.
Channel partners are professionals whose work naturally involves talking about their clients' financial futures. If that describes you, Soult fits into what you already do.
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Financial Advisors & CFPs
Mutual funds · Equity · Wealth planning
You plan your clients' financial future. Soult ensures that future is documented, structured, and accessible to the right people when it matters most.
"My clients trust me with their money. Soult lets me extend that trust to their entire financial legacy."
🛡️
Insurance Advisors
LIC · Term insurance · Health cover
You sell the protection. Soult ensures the policy is documented, the nominee is registered, and the renewal is flagged — so the protection actually works when claimed.
"Insurance only pays if the family knows it exists. Soult makes sure they do."
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Estate Lawyers
Wills · Succession · POA · Codicils
You draft the Will. Soult is where it lives — securely, accessibly, found by the executor without a search. Recommend Soult as the home for every Will you write.
"Three years after drafting, families call asking where the Will is. Soult solves that."
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Wealth Managers & Private Bankers
HNI clients · Multi-asset · Family office
Your clients have complex estates. Soult's multi-asset tracking, executor management, and Will storage is built for exactly that complexity.
"HNI clients need structured legacy planning — not a spreadsheet and a prayer."
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CAs & Tax Professionals
Tax planning · HUF · Succession structure
You understand the tax and succession structure better than anyone. Soult helps your clients document it — so their family doesn't undo years of planning after they're gone.
"A well-structured estate means nothing if the family can't find the documents."
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Geriatric Care Specialists
Elder care · Medical directives · End of life
You work with clients navigating the hardest conversations. Soult gives them a place to document their medical wishes, trusted contacts, and end-of-life preferences with dignity.
"When families face a medical crisis, they need clarity. Soult gives them that."
The Referral Model — Step by Step
Simple to use. Transparent throughout.
Here is exactly how the channel partner programme works — from application to earning.
1
You apply to join
Submit your details through the enquiry form on this page. Tell us about your profession, your client base, and how you plan to use Soult with them. Approval is based on relevance — we want partners who are genuinely in a position to recommend Soult to the right people.
Free to apply. No fees at any stage. Approval typically within 5 business days.
2
You receive your referral code
Once approved, we issue you a unique referral code. It's yours to share however and wherever makes sense — in client meetings, via email, on your website, in your practice materials. There is no minimum number of referrals required to keep the code active.
Your code is unique to you. Every client who signs up using it is attributed to your account.
3
Your client signs up and enters your code
When a client registers on Soult, they enter your referral code at signup. From that point, they are linked to your partner account. They get their own private encrypted vault — you cannot see the contents of it. Your role is referral, not access.
Client privacy is absolute. You will never see what your clients store in their vault.
4
Client upgrades to a paid plan
When a client you referred chooses a paid vault plan, your commission is triggered. The commission structure is discussed during the approval process — we keep it competitive and fair. It is tracked automatically in your partner dashboard and paid out periodically.
Commission details are shared during onboarding. No public rate is shown — it is discussed based on your channel and volume.
5
You track everything in your partner dashboard
Your partner dashboard shows you how many clients have signed up using your code, how many have upgraded to paid plans, and what you've earned. It is transparent, real-time, and separate from anything else in the system.
Partner dashboard access is provided after your first referral is activated.
What You Gain
For your clients. And for your practice.
Being a Soult channel partner is not just about commission. It changes how your clients see you.
What you earn
Commission on every client who upgrades through your referral code. Tracked transparently. Paid out periodically. No cap on referrals.
Commission on paid plan upgrades — rate discussed during approval
No cost to join and no minimum referral requirement
Partner dashboard to track all referrals and earnings
Support from Soult team on client onboarding
No contract lock-in — you can stop at any time
What your practice gains
Beyond the commission — the referral changes your relationship with clients.
You become indispensable — not just for returns, but for continuity
Clients who set up a vault through you don't leave easily
You differentiate your service in a crowded market
Estate planning conversations open naturally with Soult as context
Your name is associated with your client's peace of mind
Commission rates are not shown publicly and are discussed during the partner approval process. Rates are competitive and based on your channel type and expected referral volume. Contact us to discuss.
What You Give Your Clients
The difference between a client who has Soult and one who doesn't.
This is the conversation you can have. And the outcome you can point to.
Without Soult
Family doesn't know which banks hold accounts
Insurance policy lapses — nobody knew the renewal date
Will can't be found — legal disputes follow
EPF and PPF go unclaimed for years
Executor has no instructions — months of confusion
Medical wishes unknown in a hospital emergency
Nominee not updated after marriage or divorce
With Soult
Every account documented with nominee details
Automatic reminders before any policy lapses
Will uploaded, executor has structured step-by-step access
All investments logged and tracked in one place
Executor receives organised instructions, not a pile of files
Medical directives accessible via QR code to any hospital
Nominee changes prompted after major life events
A Note on Compliance
Recommending Soult is not financial advice.
Soult is a documentation and organisation platform — not a financial product. Recommending that your clients document their existing assets, register nominees, and store their Will does not constitute investment advice under SEBI regulations, nor insurance advice under IRDAI. You are helping them organise what they already own.
If you have specific compliance questions for your profession, we are happy to discuss them. Contact us at sk@soultdigital.com.
Partner Questions
What advisors ask before they join.
No. Joining the Soult channel partner programme is free. There is no joining fee, no platform cost, and no minimum referral commitment. You earn when your clients upgrade — that's the only financial transaction involved.
No — and this is by design. As a channel partner, you refer clients. You cannot see the contents of their vault. Your clients' Wills, financial details, memories, and personal records are private to them. Your partner dashboard shows only your referral count and commission — nothing about individual client vault contents.
When a client you referred upgrades to a paid vault plan, you earn commission on that upgrade. The exact rate is not shown publicly — it is discussed during the partner approval process and varies based on channel type and expected volume. Commission is tracked in your partner dashboard and paid out periodically. There is no cap on how many clients you can refer.
We aim to respond to all partner applications within 5 business days. Approval is based on relevance — we want partners who are genuinely positioned to recommend Soult to the right clients. If we need more information, we'll reach out directly.
No problem. The referral attribution stays linked to your code regardless of when the client upgrades. If they sign up using your code on day one but upgrade six months later, the commission still flows to you. There is no expiry on referral attribution.
Yes. Your referral code is yours to use however makes sense for your practice — in meetings, via email, on your website, in your newsletter, on LinkedIn. The more places you share it, the more clients you refer. There are no restrictions on how you distribute it.
Apply to Join
Join the partner programme.
Tell us about your practice and how you plan to use Soult with your clients. We respond within 5 business days.
Commission rates and referral mechanics are discussed during the approval process — not shown publicly.