Give every partner a cleaner way to onboard, track, and grow
Codifi Partner Portal gives broker partners a structured operating layer for assisted onboarding, referral tracking, scheme visibility, activation follow-through, and revenue reporting. One portal for the partner. One system of control for your team.
Short link creation
Create partner-specific links that make lead capture and onboarding entry cleaner and easier to track.
Assisted onboarding
Let partners guide prospects through the journey while your core onboarding logic stays controlled.
Onboarding status tracking
Show exactly where each lead or client stands without forcing partners to chase teams for updates.
Rejection reporting
Give visibility into failed or rejected journeys so next actions are clear and follow-up is faster.
Activation tracking
Move beyond sign-up counts and show which onboarded users actually became active clients.
Revenue visibility
Track contribution by partner, by scheme, and by underlying client activity from one view.
Top client identification
Surface the clients driving real value so partners and internal teams know where to focus attention.
Active vs inactive views
Separate healthy partner-driven client movement from dormant accounts that need reactivation effort.
01
Multiple entity support
Handle onboarding for individuals, corporate entities, and LLP-style partner structures with cleaner branching.
02
Verification checks
Keep partner onboarding linked to required checks, validations, and document-backed review steps.
03
Agreements and approvals
Centralize agreement generation, review, approval, and final status handling without scattered follow-up.
04
Journey tracking
Track every stage of the onboarding path so both the partner and internal team know what still needs action.
01
Generate partner access
Create portal access and partner-specific entry points so lead sourcing and onboarding can start from a tracked source.
02
Capture and assist
Partners can guide onboarding directly instead of handing off everything to internal teams too early.
03
Track the journey
Every case stays visible across submitted, pending, rejected, approved, and activated states.
04
Monitor performance
See activations, revenue contribution, top-performing clients, and scheme-level movement from one portal view.
05
Close the loop
Both internal teams and partners get a better picture of what is working, what is blocked, and what deserves follow-up.
“Codifi elevated our ideas with tech that’s solid, simple, and reliable. Great service, client care, and perfect for any broking firm seeking top-tier solutions.”
Sidhavelayutham M
“CodiFi brought our “Pocket App” vision to life with smart, practical solutions and constant collaboration throughout the development process.”
Yuvaraj Singaravel
“Codifi’s light trading app and Open APIs offer fast issue resolution and scalability. A top pick for brokers in Indian financial services. Highly recommended!”
Devanshu Motikhaye
“CodiFi’s middleware made it easy for our startup to connect with brokers. Reliable APIs, fast trades, and a smart, friendly team. Great experience!”
Maha Iyer
“Excellent experience with CodiFi. Their proactive team delivered a scalable solution exceeding expectations. A dependable technology partner.”
Vishwanath Raman
"CodiFi has been a key partner in helping Jainam scale efficiently, delivering scalable, high-quality solutions with strong performance and user focus."
Abhishek Mane
It is a structured partner-facing system for assisted onboarding, status tracking, revenue visibility, and partner performance monitoring.
Yes. The portal is designed to support partner-assisted onboarding while keeping central control with your business.
Yes. Visibility into pending, rejected, and incomplete journeys is part of the operating model, not an afterthought.
Yes. The portal can surface partner-level and scheme-level contribution views, along with active and inactive client patterns.
Yes. The underlying onboarding flow can be built to support different entity types and approval requirements.
