Allow Registered Investment Advisors (RIA’s) to move away from legacy products and custodians for compensation purposes. We provide administrators a streamlined, accurate, and easy to use compensation solution that is scalable with their business.
For the Advisor:
Provide advisors a one-stop-shop compensation portal with line item-level detail on all their revenue streams. To have the transparency and accessibility of the software allow advisors to circumvent the advisory fee headaches and focus on what really matters - their clients.