Agency Account
Account details, quick access and your agency subscription.
Quick Access
Direct links to all agency pages
Team
Invite advisors, assign advisor names and mentors
Advisor comparison
Per-advisor results and settlement exports
Commission Rules
Commission rates, payout method and the agency split
Unmatched commissions
Payments without a matching policy
Policies
All team policies with expected and paid commission
Data sources
Connect and refresh the agency spreadsheets