referral program
Refer a firm, and save more than time!
Zeplyn helps advisors save time and deliver more value, and by referring your network, you can save money too. Invite a firm to try Zeplyn, and when they join, you'll earn free months on your subscription.
How it works:
Share your referral
Fill out the form on the right, and we’ll let them know you’ve invited them to try Zeplyn.
They sign up
By joining Zeplyn, they’ll begin saving 12+ hours per week by streamlining their workflows.
You receive credits
When your referral joins Zeplyn, we'll automatically apply a credit toward your next billing cycle.
Unlimited rewards for unlimited referrals
***Every 4 points earns your firm a full month off your total Zeplyn invoice.