Solution introduction
jPass is an interactive, bi-directional portal for advisors, and those who manage sales teams.
You advisors and team managers will be able to:
- • See their entire book of business and manage clients
- • Process forms and respond to workflow inquiries from the back office
- • View active and historical compensation statements
- • Export transactions, positions, accounts and contacts
- • Calendar events
- • See key performance indicators via our dashboard
