Daily Sales Blotter Report
This valuable report is created nightly when BRACS processes files and recalcuates transactions. This Excel report gives advisors detailed insight into their transactions and commisions between commission cycle dates. This report contains the following data elements:
- Daily Sales Blotter
- Processed & Unprocessed Trades for the current cycle
- Defaults Holding Commissions the advisor needs to rectify
- Summary & Detailed Listings of Trail payments the advisor is receiving
- Summary & Detailed Listings of Overrides the advisor is receiving
Commission Statement
This report is generated nightly for the Home Office and is finalized for advisors during the commission cycle close. This report is offered to the field in both PDF and Excel formats and is stored in the historical reports queue for advisors to access historical statements. This report contains the following data elements:
- Summary of Commissions for current cycle and year-to-date totals; grouped by product
- Details about each trade on which the advisor is being paid this cycle
- Fees & Adjustments applied to the advisor's compensation for this cycle
- Overrides the advisor is receiving from other individuals in this cycle
BRACS can modify this report as needed to meet your firms needs.
DataMart
DataMart is a premium feature that can be added to the Advisor Portal for advisors and management to use for ad-hoc data queries and reporting. Queries can be run on open and closed trades for any period of time. BRACS will work with you to define what data you want your field force to access, and if this data should be exportable to Excel or read only.
Sales Dashboard
The BRACS Sales Dashboard enables the Home Office and Field Managers to view sales and commission details for individual advisors under their hierarchy as well as an aggregate for everyone under their supervision. Performance Metrics can be viewed at intervals of daily, monthly, and annual levels by Product Type and Advisor. Users can easily toggle between total sales and commissions earned, along with total percentages of commissions earned per product for an advisor.
Customer Account Reports
BRACS has several reports that can be provided to your field force, such as Book of Business and Advisory AUM reports. These Excel reports provide advisors account level details related to their Clients business.
“What’s Next”: Predictive Analytics
Click here to learn how Broadridge is utilizing Artificial Intelligence and Predictive Analytics to help firms address critical business needs, boost advisor productivity and accelerate client engagement.
