Built for the relationships
that drive your business.
refrme gives finance professionals a simple way to keep their referral partners informed, so every relationship gets the visibility it deserves.
Finance professionals do well when their referral partners feel looked after. Colleagues, accountants, planners, agents — these are the people sending business your way, and they want to know those deals are progressing.
refrme makes that simple. When a deal moves forward, your partners see it. Automatic updates, a clean timeline, and nothing extra to manage. The kind of visibility that keeps people referring.
Most professionals use a mix of texts, calls and memory to keep partners informed. That works until it doesn't. refrme gives partners their own view of the deals they have referred, with client privacy built in from the start.
What we believe
Relationships first
Technology should strengthen human connections, not replace them. refrme supports the relationship you have already built.
Privacy by default
Client data stays minimal. First name and last initial only. No financial details shared with partners. Ever.
Simple over clever
Every feature earns its place by solving a real problem. No bloat, no complexity for the sake of it.
Fair pricing
Professionals pay a flat rate. Partners are free, forever. No per-seat charges, no hidden fees.