4.9/5.0 stars on G2 | Trusted by 8.000+ companies
Protect your Clients. Unlock Growth.
EU’s leading compliance platform gives your clients the tools they need to stay audit-ready in an evolving regulatory landscape.
Why partner with Formalize?
Streamline governance
Transition from manual, spreadsheet-heavy projects to scalable, recurring compliance services.
Scale your firm
Expand your service offerings and increase margins by bundling Formalize with your existing advisory.
Customize your setup
Our platform is fully customizable to mirror your unique consulting frameworks and methodology from day one.
Built for your firm to stay efficient
Everything you need, in one place
Streamline your workflows and eliminate the manual back-and-forth. In the Formalize Partner Portal you can onboard and manage all of your clients compliance needs.
Scale and elevate your firm
We believe your success is our success. Our structured certification program enables your employees in using, implementing and supporting your clients on the Formalize platform.
Build the Blueprints for your business needs
Develop blueprints that turn your specialized IP into scalable, market-ready assets. Soon you can seamlessly publish to our Marketplace to reach and engage new clients.
“With Formalize, we went live practically on day one. Within two months, we had full coverage of our compliance needs, even over the holiday season.”
Fernando Sanz de Galdeano
CISO, Arcano Partners
Partner tiers & benefits
Partner with Formalize
Ready to unlock your growth?
Book a meeting with someone in our partnership team today