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Looking to attract and retain top advisors? Market leaders are finding that the right advisor compensation solution along with data aggregation can provide valuable client insight to help advisors increase productivity and performance. Here’s what to look for in an end-to-end, leading-edge solution.
Satisfy advisors with timely and accurate payments.
Maintain greater transparency and compliance
Deploy quickly and maximize operational efficiency
Gain access to comprehensive data and reporting
Meet the demands of on-the-go advisors
Our unique, integrated data aggregation and advisor compensation management solutions equip advisors with true practice management capabilities, providing deep insight into revenue and expense, and a 360o view of each client’s accounts and assets.