For host agencies
Give your advisors a commission check under your brand.
Advisors ask where their commission is. A reconciliation tool that reads your statement format answers that before they email your accounting team, and it is a perk that helps you recruit.
Your format, first
We tune the parser to your advisor statement (CSV or PDF) so every advisor's audit reads it cleanly.
Your brand
Your logo, your colors, your domain or a page on ours. Offered free to your advisors or bundled in your plan.
Supplier view (built with pilot agencies)
See which suppliers are late across the agency (aggregated), so your team chases once instead of 50 times.
Ask about a free pilot
We are looking for the first host agencies to pilot this. Tell us a little and we will reply by email.
Thank you. We received your request and will reply by email.