Business Partner Program

At Spring Lake Software, our mission is to provide leading-edge wealth management software. In order to provide our customers with a comprehensive set of solutions, Spring Lake develops partnerships with Technology Partners, Resellers and Affiliates. Our Partner Program is designed to develop and maintain these partnerships that are essential for customer success. In becoming a Spring Lake Business Partner your organization will be able to provide, recommend or sell significant value to high-net-worth individuals and families, as well as financial professionals.

As a Spring Lake Business Partner, you are part of a high performance team delivering innovative solutions. Combined with your own products and / or services, together we can provide an unmatchable combination of financial solutions for our mutual customers. As a Spring Lake Business Partner we work with you to build satisfaction, loyalty and real business value for everyone.

Technology Partners

Spring Lake collaborates with industry leading technology providers. Our Technology Partners are software or hardware companies whose solutions enhance Spring Lake's software. We actively evaluate and use selected technologies with our products. In addition, Spring Lake recruits technology partners that offer best of breed solutions that complement our offerings. Spring Lake, together with our Technology Partners, leverages each other's respective expertise in order to create the best solutions for our customers.


Spring Lake Resellers are companies that resell or add value to Spring Lake Portfolio Manager software application. A Reseller will have a thorough knowledge of, and is respected in the Finance Industry. They see opportunities to improve their customers' financial management by leveraging Spring Lake's solution.


Spring Lake Affiliates are complementary solution providers that refer sales leads to Spring Lake or influence the sale of Spring Lake Portfolio Manager. There are no obligations to join our Affiliate Partner Program. Spring Lake will provide Affiliate Partners with promotional support. Additionally, Spring Lake will handle all of the software fulfillment details, such as order processing, product shipments, billing, and partner compensation. All that Affiliate Partners have to do is promote Portfolio Manager to their customers-and make money.

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