Whether you are exploring a values-based investment solution for the first time or looking to expand the options you offer, we would be glad to connect. Fill out the form below and our team will follow up with next steps, product details, and how Monorail can fit into your advisory approach.
Get answers about how Monorail works and what sets us apart.
A referral program that lets values-aligned financial advisors refer pre-minimum clients to Monorail's professionally managed platform and earn a share of the advisory fee on referred assets for as long as those clients invest through Monorail.
Through a tiered, firm-level revenue share of Monorail's advisory fee on referred assets. Compensation begins when a referred client funds an account and continues for as long as the client invests through Monorail. The full structure is detailed in the Advisor Overview.
Referred clients invest in professionally managed portfolios built on Inspire's biblically responsible screening methodology, available across six risk allocations, with stock-level transparency, institutional-grade construction, and ongoing rebalancing.
No. Many of our advisor partners hold it, but the program is open to any financial advisor whose practice is built on values-based or biblically responsible investing principles.
Your dashboard shows referred assets under management and your firm's compensation. Individual client holdings, transactions, and account-level activity are never shared with advisors, consistent with Regulation S-P.
Your firm's revenue share grows with them. Compensation is calculated on referred assets under management, so the program rewards long-term relationships rather than one-time introductions, and referred clients remain attributed to your firm for the life of the relationship.
No. Monorail's managed platform serves investors below typical advisory minimums, and the program compensates your firm on the assets you refer rather than competing for your full-service clients.
You must be a registered investment adviser or investment adviser representative in good standing. Participating advisors enter a written solicitor agreement, and referred clients receive a disclosure statement describing the compensation arrangement, consistent with the SEC Marketing Rule. Details are provided in the Advisor Overview.
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