Enterprise partnerships
Bring Retire-Map planning tools into your client experience
For wealth managers, financial institutions and cross-border service businesses that want embedded decision tools, tailored modelling journeys or consented, better-context introductions.
Embedded planning platform
Extend your service without rebuilding the modelling layer
Retire-Map can provide focused tools or a connected planning journey covering affordability, retirement projections, country comparisons, relocation feasibility and practical next steps.
A fast route to market using your campaign, client segment and branding around a managed Retire-Map experience.
Launch selected models inside an approved website or client portal using tenant-scoped access and domain controls.
Configure assumptions, questions, outputs, handoffs and supporting content for your advice or service model.
Potential capabilities
- Retirement viability and wealth projections
- Retirement Relocation Planner and country comparisons
- Client-specific playbooks, checklists and next actions
- Branded reports and structured specialist handoffs
Enterprise controls
- Approved-domain and tenant-scoped access
- Consent-led data handling and defined retention
- Usage analytics, service levels and support
- Optional SSO and deeper integration by agreement
Final scope, security review, branding, data processing and regulated-service boundaries are agreed during discovery and contracting.
Who this is for
How an enterprise delivery starts
Qualified introduction options
- Name, email, and phone with explicit consent only.
- Best for broad top-of-funnel lead capture.
- Lower payout than qualified tiers.
- Includes Tier 1 plus destination shortlist and move timeline band.
- Context pack includes needs profile (tax, pension, visa, healthcare).
- Approximate wealth banding and internal readiness score included.
- Higher payout vs contact-only referrals.
- Includes Tier 2 context pack plus call booking or confirmed time window.
- Retirement Dossier included where complete and consented.
- Dossier/context provided with as-of date and assumptions snapshot.
- Handoff-focused for faster conversion potential.
- Highest payout or rev-share band.
Final tier packaging and payout bands are agreed per partner contract and regional operating model.
Additional Partner Features
- Readiness scoring framework for fit assessment.
- Retirement Dossier handoff standards for premium-tier cases.
- Lead acceptance windows and response SLA options.
- Optional replacement logic for out-of-scope referrals.
- Tier-level payout schedules and reconciliation cadence.
- Regional routing and capacity alignment by service line.
- Co-marketing and webinar opportunities where relevant.
Submit partnership interest
We will review your details and schedule a call to align the client need, delivery model, security considerations, commercial structure and next steps.
Looking for an individual specialist workspace rather than an enterprise integration?
Apply as Specialist (Pro)