We’re building an international network of financial advisors
Join the team: your clients take the financial checkup through your link, leads come to you, and you appear on the advisor map.
One tool, one team, clients worldwide
We give advisors a ready-made funnel: the client takes the financial checkup through your link and gets a personal plan, and you get a warm lead with numbers and an AI brief for the meeting.
Already on the team? “Advisor sign-in” opens the bot, which sends you a sign-in link.
What you get
Your own Wealth Plan link
The client takes the financial checkup for free, sees the plan and gets a PDF in Telegram. The lead with numbers comes to you, and your name and photo appear in the client’s plan.
Advisor dashboard
All clients in one place: A/B/C classes, funnel, deals by product, commission, notes and history. Sign in via Telegram, no passwords.
AI brief before the meeting
Before a meeting you see the client’s portrait, their key needs and which product to start with.
Product shelf
Investment insurance, bonds and private credit, active strategies, wealth transfer solutions — with agent remuneration.
Booking on your terms
Your calendar and your price for the personal capital review. You take payment yourself.
Community
Peers in different countries: sharing experience, case reviews, working together with clients who relocate.
Plans for advisors
or €300 a year. Everything you need to serve clients through Wealth Plan.
First month free. Always free if you close at least one deal on MIX-Capital products every month.
- Your own link: leads are assigned to you
- Your name, photo, calendar and review price in the client’s plan
- Cabinet: clients, pipeline, deals, commission
- AI brief before each meeting
- Client portfolios with quarterly reports
or €500 a year. Clients see your brand at every step.
With MIX-Capital product sales — €30 a month or €300 a year.
- Everything in the Basic plan
- Your logo and name instead of ours in the header
- Your brand color on buttons and accents
- WhatsApp, Telegram and website in the plan, PDF and emails
- A short link with your name: mixplan.app/ivanov
- The client’s portfolio page in your branding
For teams and firms with several advisors.
- Your own domain, e.g. plan.yoursite.com
- No Wealth Plan branding
- Your own Telegram bot and email sender name
- Set up around your products
Prices are in euros. For CIS countries they are in rubles: Basic 3,000 ₽, Co-branding 5,000 ₽ a month.
Prices for CIS countries are in rubles. For other countries they are in euros: Basic €30, Co-branding €50 a month.
How to join
- ApplicationA couple of minutes: name, country, city, Telegram and experience.
- IntroA short call: how you work, products, terms.
- OnboardingYour own client link, dashboard and a spot on the map.
- First clientsShare your link, clients take the checkup, leads come to you.
Advisors on the map
The map is just starting to fill up. Become one of the first network advisors in your country.
Apply to join the network
After submitting, confirm your application in Telegram — that’s how we’ll send you your link and dashboard access.
Application sent
One step left: confirm your application in Telegram. Your client link and dashboard access will arrive there too.
Confirm in TelegramFAQ
Who can join the network?
Financial advisors, insurance and investment consultants, and specialists in property, tax and residency who work with private clients and families in any country.
How much does it cost to join?
The Basic plan is €30 a month or €300 a year (in CIS countries, 3,000 ₽ a month or 30,000 ₽ a year): your own link, the cabinet, leads, AI briefs and client portfolios. The first month is free. If you close at least one deal on MIX-Capital products every month, the Basic plan is free. Co-branding is €50 a month or €500 a year (5,000 ₽ or 50,000 ₽ in the CIS); with sales it costs the same as Basic. White label is on request. Wealth Plan is always free for your clients.
What happens if I don’t renew?
Everything keeps working for 7 days. After that your link still works for clients, but new leads go to the network’s shared flow and the cabinet becomes read-only. Your clients and data are kept, and everything comes back once you pay.
What is co-branding?
Your brand inside the service: your logo and name in the header, your button color, and your WhatsApp, Telegram and website in the plan, PDF, emails and the client’s portfolio page — plus a short link with your name. The MIX-Capital logo is removed. The service, bot and updates stay shared, so setup takes 10 minutes in the cabinet. Co-branding includes everything in the Basic plan. You pay the network administrator, and the plan is switched on the same day.
How do I get on the advisor map?
Fill in the application on this page. After an intro call and approval you get your own link and access to the advisor cabinet. In the cabinet, on the “Plan and brand” tab, enter your country and city, and your name appears on the map.
Who sees my clients?
Clients who come through your link are assigned to you. In the dashboard they’re visible to you and the network admin; other advisors can’t see your clients.
Which countries can my clients be from?
Any. Wealth Plan calculates plans in 15 currencies, and clients get the plan, a PDF and repeat checkup reminders in Telegram.
What do I get besides the tool?
The MIX-Capital product shelf with agent remuneration, a dashboard to manage clients and deals, an AI brief on every client before the meeting, and a community of peers around the world.