Agency Account
Account details, quick access and your agency subscription.
Agency
Plan, payments and app usage
Agency subscription invoices
Active · 6 invoices · $594
App usage
Active days in the last 30 days
87%
26 of 30 days
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