Legacy360 Financial · Partner Program
Advisor Partner Program
The Legacy360 Advisor Operating System gives licensed financial professionals a complete multi-tenant platform for managing leads, appointments, client assessments, training, and partner microsites.
Lead Management
Capture, organize, and follow up on client leads through your dedicated advisor portal.
Reporting & Analytics
Track performance metrics, assessment completions, and conversion data in real time.
Appointment Scheduling
Integrated scheduling tools to manage consultations and client meetings seamlessly.
Training & Resources
Access product education, compliance resources, and sales support materials.
Partner Microsites
Each advisor partner receives a branded microsite for client-facing lead generation.
Assessment Tools
Use Legacy360 IUL assessments and blueprints to engage and qualify prospects.
See a Partner Example
View how Daniels Financial Group uses the Legacy360 Advisor Platform.
View Daniels Financial Group