Solution introduction
Manage compensation and incentives for advisors.
Enhance advisor retention with streamlined compensation and incentive management, client account opening and maintenance, and books and records. Our solution provides advisors with dynamic sales reporting and analytics for their practice management.
Improve your advisor retention and performance.
Provide your advisors with true practice management capabilities, deep insight into their revenue and expense, and a 360-degree view of their clients’ accounts and assets.
