From Simple to Complex Compensation Scenarios
Plus Advisor Transparency
Generate unlimited advisor compensation or payout scenarios for multiple lines of business within your firm – including investment, advisory and insurance – while giving advisors real-time visibility into their historical and pending payouts.
- Integrates fee billing
- Monitors trades and check blotters
- Provides real-time rep access
- Adjusts to regulatory changes
- Estimates expected commissions
- Reconciles against actual commissions received
- Provides commission statements, history and payables, and client information
