PORTIA Client Referral and Reference Program
The PORTIA Client Referral &
Reference Program can earn you points towards free training and consulting days,
passes to the PORTIA Users' Conference or a host of other awards. Simply refer
a prospect to a PORTIA Relationship Manager, or provide a reference to a PORTIA
prospect and start earning points!
Refer A Potential Portia Client Today!
You
can start earning points right away by participating in one or all of the activities
below. As an added bonus, you will receive even more points if the prospect signs
a contract to purchase PORTIA. Call your Relationship Manager today for more information
or to start participating!
Sign
up today!
Asia Client Referral
Program Rules
|
Reference Activity | Points
Associated | If the Referral Purchases
PORTIA, you will receive |
|
Qualified Referral
Refer a prospect at a firm other than your own
who is considering the purchase of a new portfolio management system. | 2,000
points | 10,000 points |
| Provide a New Client Reference
Serve
as a reference for a PORTIA prospect, and participate in a conference call.
| 1,000
points | 2,000 points |
| Module or Upgrade Reference
Serve
as a reference for a current PORTIA client, and participate in a conference call.
| 500
points | 1,000 points |
| On-Site Visit
Host an onsite
visit for a PORTIA prospect.
| 3,000
points | 4,000 points |
| Early Adopter Program: Clients
who actively participate in the PORTIA Early Adopter Program will be eligible
for the following (per company):
|
|
Activity | Points
Associated |
Participation
in Design Calls (60% attendance) | 2,000 |
FRC
1 - Provide feedback on all new functionality and modules associated with FRC1 | 500 |
FRC
2 - Provide DB and feedback on all new functionality and modules associated with
FRC2 | 1,000 |
| FRC 3- Provide DB and feedback on all
new functionality and modules associated with FRC3 | 1,500 |
| All points for the Early Adopter
Program are cumulative - Participation in all activities equal to 5,000 pts. Learn
more about the Early Adopter Program.
|
| Reward Options: As you accumulate
points you can redeem them at any time for the following awards: |
| Awards |
Points Associated |
A
$200 American Express gift certificate | 1,000 |
MS
Live Training Session | 4,000 |
| One day of PORTIA Regional training | 5,000 |
One
Free Pass to Client conference | 6,500 |
| One Day of On-site PORTIA Training | 12,000 |
| One PORTIA Test System Upgrade
| 20,000 |
| Credit toward your next purchase of a
user license or module ---------
(Available points x 50% = credit, to a maximum
of $10,000 on any purchase)
| TBD |
PLEASE SEE PROGRAM RULES AND
REGULATIONS
Download
a PDF version of the PORTIA Referral & Reference Program.