Brokers & Advisors

Partnering together to enhance your business.

At Paylocity, we understand your industry, role, and clients are evolving. That’s why we’re dedicated to helping you maintain your current client base, while providing you a competitive advantage to win new business.

Gain an Expert

When you partner with Paylocity, you gain a valuable resource who understands the trends impacting your clients today, tomorrow, and well into the future. Our HCM Consultants deliver unique insight to not only help your clients learn, but also strategize on the latest payroll and HR trends. Whether you’re a Benefit Broker, Financial Advisor, TPA, Worker Compensation Broker, or Wholesaler, we’re here to guide your clients through today’s modern workforce.

Protect Your Client Base

While other payroll and HR companies are busy competing against you, we focus on working with you. Combining your services with HCM software that enhances your clients’ role is vital to retaining business.

Access an Intuitive Partner Portal

With Paylocity’s powerful Partner Portal, you’ll have one-click access to relevant information about your client’s business, empowering you to make strategic decisions on plan design and advisor activities.

Benefit from Innovative Technology

Leveraging technology is an important aspect to providing clients solutions that address their daily challenges and company initiatives. With Paylocity, you’ll have a solution to help you meet your client’s needs.

Have the Competitive Advantage

The days of relying on a superior service model as your only key differentiator are long gone. Stand out from the crowd and partner with Paylocity to make you irreplaceable to clients.

Get Integration Capabilities

Give your clients the freedom to choose from hundreds of vendors to create a unique solution that truly fits their needs with a variety of 180° and 360° integrations.

Be a Compliance Resource

Take on a more consultative role and give your clients the tools and resources they need to meet the demands of constantly changing government regulations and policies, like ACA.

The Partner Portal

Use data to differentiate your services and drive change by engaging employees through a trusted channel. Plus, receive accurate information in a timely manner when your clients extend secured accessibility.

partner-portal

Having a resource like Paylocity has been a game changer for me. Our partnership is paving the way to greater value with my current book, while providing a competitive advantage in winning new business.”

 

– Doug L. | Benefit Broker

Reliable, professional company willing to go the extra mile and provide top-notch service and support to clients and prospects anytime – and all the time! Paylocity is a partner I know I can trust.”

 

– Michael Q. | TPA

Anybody who has been in the game long enough knows there is no such thing as ‘the perfect payroll provider.’ The benefits I’ve gained—that my clients have gained—outweigh everything. Paylocity adds true value to my business.”

 

– Maury P. | Financial Advisor

When you have a relationship that works well, you don’t want anyone else meddling with your clients. Working with the unknown only means they’ll leave you in the dust down the road.”

 

– Joan B. | Benefit Broker

ACCESS HELPFUL TOOLS

Resources

Explore useful tools to support both you and your clients.

STAY AHEAD OF THE CURVE

Blog

Read the latest hot topics, trends, business insights, and more.

HEAR FROM OUR PARTNERS

Success Stories

Discover the unique relationships we have with people just like you.

Let’s Connect.

There’s no better time than the present to launch a relationship with Paylocity. Simply fill out a brief inquiry form and

we will follow up with you to discuss a partnership. If you have a client you’d like us to reach out to about our

HCM solutions, please fill out the refer a client form.