Your Compensation Is Compensating for Nothing
Month-end is coming. Time to calculate advisor payouts.
Smith gets 90% on everything over $10K. Unless it’s insurance. Then it’s 75%. But not on renewals. Those are 85%. Unless he hit his quarterly bonus threshold. Then it’s different.
Johnson has a different grid.
Plus overrides on her team’s production. Plus a retention bonus that vests monthly. Plus that one-off deal you made last year.
Williams just joined.
New grid structure. Transition bonuses. Draw against future commissions. None of your formulas work.
By the time you figure it out, it’s next month.
What You Get
Universal Rule Engine
Handle any compensation structure, no matter how complex
Grid schedules, overrides, bonuses, draws — all automated
Unlimited exception types & special arrangements
Rules that adapt as your business grows
Real-Time Calculations
Payouts calculate automatically as revenue flows in
Advisors see live previews of their compensation
No more month-end scrambling or calculation errors
Instant impact analysis of compensation changes
Transparency Dashboard
Advisors see exactly how their pay is calculated
Detailed breakdowns of every component
Historical payout tracking & trending
Dispute resolution with complete audit trails
Exception Management
Transition bonuses for new advisors
Retention deals & vesting schedules
Team-based overrides & splits
One-off arrangements & special terms
Multi-Advisor Support
Handle hundreds of unique compensation plans
Team-based splits & hierarchical overrides
Geographic & product-based variations
Acquisition integration for new advisor terms
The Transformation
Month-End Payouts
Click Calculate, Review, Approve
"Check Your Dashboard"
Configure Rules Once, Calculate Forever
Complete Transparency Eliminates Arguments
REAL RESULTS
Built For
Complex Firms
Advanced
Features
Dynamic Grid Management
Time-based grid changes & promotions
Performance-based tier adjustments
Automatic recalculation when grids change
Historical grid tracking for audit purposes
Team-Based Compensation
Hierarchical overrides & management bonuses
Team production aggregation & splits
Cross-team collaboration incentives
Leadership compensation tied to team performance
Draw & Advance Management
Draw against future commissions
Advance repayment tracking & automation
New advisor transition support
Recovery scheduling & management
Integration
& Data Flow
CRM Integration
Pull advisor hierarchy, client assignments, and relationship data directly from your CRM system.
Revenue Systems
Connect to custodians, billing platforms, and trading systems for real-time revenue tracking.
Payroll Integration
Export calculated compensation directly to your payroll system. No manual entry required.
Accounting Sync
Automated journal entries and expense allocation for accurate financial reporting.
Stop Being The Compensation Bottleneck.
Stop Explaining Why The Math Is Different Every Month.
