Improve advisor retention and performance

Provide your advisors with true practice management capabilities, deep insight into their revenue and expenses, and a 360-degree view of their client accounts and assets.

• Compensation Calculations
• Account Opening and OSJ Approval
• Client Books and Records
• Advisor Commission Portal
• Data Management and Reporting
• Commission Data Aggregation

Features

• **Help your advisors increase sales and improve productivity: **The advisor portal provides a 360-degree view of investor's assets, simplifies account opening and gives access to comprehensive information needed to manage an advisor's book of business.
• **Satisfy advisors with timely and accurate payments: **Deliver accurate and timely compensation even as new compensation structures and incentives emerge. Our solution supports splits and team agreements, early payouts, non-cash compensation, clean shares and succession buyout plans and can accommodate on-demand revisions to compensation plans.
• **Gain market intelligence to support advisors: **By precisely tracking sales and compensation, our solution helps decision-makers understand investor preferences, trends and behaviors, identify the best product mix, and generate more stable revenue streams.