Refer ROSE, Empower
Financial Clarity, and Earn Rewards.
As a ROSE client, you understand the value of a Finance as a Service (FaaS) solution that delivers financial clarity and confidence. When you refer a new client, you’ll help another organization achieve the same success and
we’ll thank you with exclusive rewards.
How It Works
Make an Introduction
Share your referral's information using the form below. You can also connect us directly via an email introduction.
Your Referral Signs with ROSE
We will work with your referral to help bring them Financial Clarity.
Earn a Renewal Credit
Once your referral becomes a client, you will receive a renewal credit of up to $10,000 on your next year's renewal with ROSE. * (See details below)
Why Refer ROSE?
Trusted by Our Clients. Valued by Their Networks.
At ROSE, we believe the best partnerships come from people who already know the value of our services. By introducing us to your colleagues or peers, you are helping them access the same expertise and clarity you enjoy while strengthening your own relationship with ROSE.
As we grow, our costs associated with Easby and your financial infrastructure are shared across a larger client base, helping us to deliver new features faster while ensuring cost-effectiveness for you and all our clients.
Our Clients Recommend Us
In 2025 H2, we were proud to have earned a Net Promoter Score (NPS) of 73, which places ROSE among the top-performing firms in our industry. The Net Promoter Score is an industry-standard index reflecting customer satisfaction on a scale from 1 – 100.
This means the vast majority of our clients would actively recommend us to their peers — a reflection of the trust, satisfaction, and long-term value we deliver.
When you refer ROSE, you’re sharing a solution that clients like you already endorse at the highest levels.
Program Highlights
- Receive a renewal credit of $500-$10,000 when your referral* becomes a client (based on the agreement size of your referral)
- Utilize the renewal credit on your next year's renewal with ROSE, keeping your engagement cost-effective
- No limit to the number of credits you can receive — refer as many new clients as you’d like
* Must be new relationship to ROSE.
