Website project
A partner program site that gives wealth managers a reason to refer.
“Help them see what it's actually worth before they sell it.”
The business need
Make the next decision easier.
RevRex's partner program is for wealth managers and RIAs whose business-owner clients hold most of their wealth in the company. The site explains the RevRex Score, an index from 70 to 120 that compares what a business reports with what its transactions show, using a sample client score, then covers what referred owners receive, how the partnership fits alongside the client's CPA, and what advisors ask before joining..
The approach
Clear capabilities.
Relevant proof.
A direct next step.
RevRex's partner program is for wealth managers and RIAs whose business-owner clients hold most of their wealth in the company. The site explains the RevRex Score, an index from 70 to 120 that compares what a business reports with what its transactions show, using a sample client score, then covers what referred owners receive, how the partnership fits alongside the client's CPA, and what advisors ask before joining.
Design priorities
What the build includes.
Four readiness signals in plain language
Partner FAQ and sign-up path for advisors
Screens
A closer look
at the build.
More work
A closer look at the work.
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