Features available to advisors from the BRACS Advisor Portal Dashboard are:
- The solution can be accessed via Single Sign-On (SSO).
- The Advisor Portal is mobile-ready and automatically resizes based on the type of device used to access the system.
- The landing page dashboard provides a consolidated view of commissions and adjustments to be processed on the next commission run, as well as year-to-date commissions and 1099 totals.
- Advisors can view open compliance items (as defined by the Home Office) along with compensation “on hold” due to these items, such as account deficiencies or inadequate licensing. This level of information enables advisors to proactively resolve compliance items and related commissions holds in a timely manner.
- Dynamic pie charts highlight production and commission amounts by Product Type in monthly and year-to-date views.
- Hyperlinks to other applications can be displayed on the dashboard, providing advisors easy access to other tools and information portals for your firm. SSO can be available for these Important Links.