Building Financial Futures Together

We collaborate with businesses, advisors, and technology partners to create comprehensive long-term budgeting solutions that actually work in the real world.

Start Partnership Discussion

Why Partner With drimoraveliqo

Look, most financial partnerships are just fancy handshakes with no real substance. We've been working with Canadian businesses since 2018, and we know what actually moves the needle when it comes to long-term budgeting success.

  • Direct access to our 7-year budgeting methodology that's been tested with over 240 businesses
  • White-label integration options for advisors who want to expand their service offerings
  • Shared revenue models that grow as your clients succeed with long-term planning
  • Technical API access for software companies building comprehensive financial platforms
  • Co-marketing opportunities with established Canadian business networks

Partnership Models That Actually Work

We've learned that successful partnerships need clear structures, defined outcomes, and mutual benefits that make sense for everyone involved.

Advisor Partnerships

Financial advisors integrate our 7-year budgeting framework into their client services. You maintain client relationships while we handle the technical complexity of long-term planning.

️

Technology Integration

Software platforms embed our budgeting engine through API integration. We provide the financial planning logic, you provide the user interface your customers already trust.

Enterprise Collaboration

Large organizations co-develop custom budgeting solutions for their specific industry needs. These partnerships typically involve 18-month development cycles with shared intellectual property agreements.

Partnership Success Stories

Real partnerships that have created lasting value for everyone involved

Maritime Credit Union Integration

Started in early 2023, this partnership integrated our budgeting tools into their existing member portal. The credit union wanted to offer comprehensive financial planning without hiring additional staff.

Two years later: 340+ members actively use the integrated budgeting tools, and the credit union has seen a 28% increase in long-term savings account enrollments.

Vancouver Consulting Group Collaboration

A mid-sized consulting firm wanted to expand from business strategy into financial planning services. We provided the technical framework while they handled client relationships and industry expertise.

Three years running: They now offer budgeting services to 60+ small businesses across BC, generating an additional revenue stream while strengthening existing client relationships.

Regional Bank API Partnership

A community bank needed to compete with larger institutions' digital offerings. They licensed our budgeting API to create a comprehensive financial wellness platform for business customers.

Ongoing success: The platform launched in late 2024 and already serves 120+ business clients, with the bank reporting improved customer retention and increased commercial loan activity.

Your Partnership Development Team

The people you'll actually work with to build something meaningful

Roxanne Belanger

Partnership Strategy Director

Handles the business side of partnerships. She's worked on integration projects with financial institutions across Canada and understands both the technical possibilities and regulatory requirements.

Elliott Krishnamoorthy

Technical Integration Lead

Manages API integrations and custom development projects. He's built partnerships with everything from small credit unions to enterprise software platforms, always focusing on solutions that actually work in production.

Vera Okonkwo

Client Success Coordinator

Ensures partnership implementations deliver real value for end users. She tracks how integrated budgeting tools perform and works with partners to optimize user adoption and long-term engagement.