Grow your practice. Serve more investors. Start the relationship now.
Monorail gives values-aligned financial advisors a platform to refer pre-minimum clients, earn fees on their AUM from day one, and nurture long-term relationships through shared conviction — until they're ready for your full advisory service.
The clients you can't serve yet are choosing platforms that cut you out.
Most advisory practices set AUM minimums to protect service quality and firm economics. That's the right decision. But it means prospective clients below your threshold — the people you meet at church, at conferences, in your community — are left without a clear path to start investing in alignment with their values.
Those clients don't wait. They pick a platform, start building habits, and anchor somewhere else. By the time they reach your minimums, you've already lost them.
Monorail solves that problem. When you refer a client to Monorail, they start investing in a structured, values-screened platform with professional management. You maintain the relationship. You earn a fee on their AUM. And when they're ready for full advisory service, you're already their advisor — not a stranger they have to evaluate.
A referral platform that works in both directions
Monorail's advisor program isn't just outbound referrals. It's a two-sided platform that connects advisors and investors in their community.
You refer clients to Monorail
When a prospective client isn't ready for your full advisory service, refer them to Monorail. They get access to professionally managed, values-screened portfolios (Inspire or Patriot), stock-level transparency, and an educational platform that reinforces the principles you share. You earn a fee on their AUM for as long as they're on the platform.
Monorail refers users to you
When Monorail users in your area are looking for a local, values-aligned advisor, we present you directly. Your profile, your practice, your community — visible to investors who already share your convictions and are actively investing. No other platform in the industry does this.
The result
You build relationships with investors years before they hit your minimums. They learn, grow, and invest with conviction. And when they're ready, you're the advisor they already trust.
The numbers behind our momentum
Monorail has grown steadily since launch, attracting investors who value transparency and control. Our platform now serves thousands of users managing billions in assets.
Client education
and nurture
Monorail's platform includes educational resources, the Investment Analyzer, market insights, and portfolio methodology content that reinforces the values-based investing principles you teach. Your clients don't just park money — they learn to invest with conviction.
Visibility into
your local market
Your advisor profile is presented to Monorail users in your area who are looking for values-aligned financial guidance. This is organic lead generation from an audience that already shares your investment philosophy.
Institutional infrastructure
Your referrals invest through a SEC-registered investment adviser managing $350M+ in assets. Professionally managed portfolios. Compliance infrastructure. Regulatory standing. The institutional credibility your practice requires in a referral partner.
Relationship
continuity
You stay connected to referred clients as they grow. When their assets reach your advisory minimums, the transition to your full service is natural — they already know you, trust you, and share your convictions.
Built for advisors in the BRI community
Monorail's advisor program is designed for financial advisors who serve faith-driven investors and build their practice around biblically responsible investing principles.
Whether you hold the Certified Kingdom Advisor (CKA) designation, partner with Inspire, or serve clients through a BRI-aligned practice, Monorail gives you infrastructure to serve more investors at every stage — not just the ones who've already reached your minimums.
Our partnership with Inspire ETFs and the Kingdom Advisors community means your referrals invest through a platform built on the same screening methodology and conviction framework your practice is built on.
Getting started as a Monorail Affiliate Advisor
Getting started with Monorail is straightforward. You can open an account, connect your existing investments, and begin building a portfolio in just a few steps. The process is designed to be clear from start to finish, with guidance at each stage.
Apply to the program
Complete the Affiliate Advisor application. We review your practice, credentials, and alignment with the Monorail platform to ensure a strong fit for both sides.
Set up your advisor profile
Build your profile on the Monorail platform — your practice, your location, your specialties, and your values framework. This profile is visible to Monorail users in your area.
Start referring clients
When you meet a prospective client who isn't ready for your full advisory service, refer them to Monorail. They open an account, select a managed portfolio, and begin investing. You earn fees on their AUM from day one.
Nurture and convert
Stay connected to your referred clients as they grow. Use Monorail's educational resources and community tools to reinforce shared convictions. When they reach your minimums, transition them to your full advisory service.
Choose how you invest
Whether you're building a portfolio from scratch or realigning existing investments, choose the approach that fits your goals.
Resources for advisors
A detailed guide to the Monorail Affiliate Advisor program, including fee structure, referral mechanics, and platform capabilities. Request your copy.
Advisor Overview
A detailed guide to the Monorail Affiliate Advisor program, including fee structure, referral mechanics, and platform capabilities. Request your copy.
Investment Analyzer
Show prospective clients how their current holdings align with BRI screening criteria. A conversation-starting tool for your practice.
Learning Center
Educational content on values-based investing, portfolio methodology, and BRI principles. Share with clients to reinforce your advisory approach.