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Set advisor payout percentages at the firm, class, or rep ID level
Manage unlimited advisor and split rep IDs with ease
Apply admin fees and manager overrides at any level
Aggregate custodial data and manage billing structures (flat, household, tiered)
Track debits, credits, and adjustments with audit support
Access compensation and profitability reporting in real time
Create households, account groups, and custom fee schedules
Calculate or pass through custodian fees with confidence
Use custom household billing on a flat or tiered schedule
Give advisors visibility into household data and fee accuracy
Add rep-ID specific one-time or recurring debits and credits (monthly, quarterly, semi-annual, or annual)
View, edit, and set expenses as “active” or “inactive”
View adjustments directly within advisor fee details and reports
Compensation tracking: adjustments, advisory fees, net payouts, overrides
Performance insights: AUM, year-over-year production, levelized payouts
Operational views: totals by pay cycle, profitability, and more
Record and store every plan payment with supporting details
Customize payout percentages for financial plans
Apply processing fee percentages automatically for credit card transactions
Break down every item: vendor, account number, gross/adjusted fee, splits, admin fees, program fees, and net payouts
Aggregate commissions from multiple vendors into a single sortable table
Track advisor payouts by month, quarter, or year
Access real-time valuations based on client and compensation data
Get an accurate, up-to-date view every time you log in
Use insights to plan for growth, succession, or business decisions