Partner Pricing

Plans that scale with your book

Every plan is scoped to your client count and RM seats, so you pay for the desk you actually run. Each tier includes upgrade revenue share: earn a commission whenever your clients go Plus or Pro. Tell us about your desk and we'll put a plan together.

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Solo

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up to 25 clients

For the independent RM running a personal book — white-label portal, watchlists, calculators and Portfolio X-Ray.

Upgrade revenue share included

Starter

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up to 100 clients

White-label portal, calculators, watchlists and Portfolio X-Ray for independent desks.

Upgrade revenue share included

Growth

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up to 500 clients

Research tools, model baskets, Setup Builder and client notifications for growing desks.

Upgrade revenue share included

Most chosen

Scale

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up to 2,000 clients

Autopilot rules, Track & Prove reporting, digests and analytics export for multi-RM teams.

Upgrade revenue share included

Enterprise

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up to 10,000 clients

Highest caps, highest revenue share, full Setup Builder + Autopilot + Track & Prove suite, custom rollout.

Upgrade revenue share included

Included in every plan

Setup Builder

Guided fund-path configuration with a live Portfolio X-Ray impact preview before any allocation goes live.

Portfolio X-Ray

Concentration, sector and signal-exposure breakdown with a rotation view — for every managed client.

Track & Prove

A running record of every recommendation and rule trigger, reconciled against outcome — the audit trail regulators and clients both ask for.

Compare features

Feature availability by partner tier
FeatureSoloStarterGrowthScaleEnterprise
Managed clients25100500200010000
Watchlists
Calculators (18+)
Stock screener
Client alerts
Model baskets
Smart beta sleeves
Auto client notifications
Scheduled reports
Daily digest
Autopilot
Upgrade revenue share
API keys210100
Widget embed
Custom domain
Analytics export
Branded PDF reports
Backtests & Studies (walk-forward)
Alpha IC Board, Sweep, Monte Carlo, Portfolio Risk

Exact upgrade revenue share is confirmed in your partner agreement and scales with tier.

AES-256 encryption

Client data is encrypted at rest with AES-256 and in transit with TLS.

Research-grade signals

Backtested, continuously evaluated models power every signal and screener.

Published reports

Daily prediction reports are published openly — verify our hit-rate any day.

Educational by design

All content ships as research and education, never as investment advice.

Regulatory position

MintX is a technology and analytics platform — not a SEBI-registered investment adviser, research analyst, broker or portfolio manager.

We do not execute trades, place or route orders, or hold client funds or securities. Execution always stays with you and your broker.

Partner firms remain solely responsible for their own regulatory registrations, suitability assessments and client obligations. MintX supplies software and analytics only.

Nothing here is investment advice or a recommendation to buy or sell any security. Autopilot content is delivered with an educational disclaimer.