A Commission and Operations App for Advisors

Connect is designed for registered reps, investment advisors and OSJ’s of broker dealer firms. Connect is a simple and easy-to-use.

From Anywhere, on Anything

Connect is device and platform agnostic so compatibility is NEVER an issue. No matter how or where you log into Connect, you’ll always have the same experience. Just login and it works! Check out the video.

 Some of the Features

• Customizable Dashboard
• Commission Detail
• Commission On-Demand
• Alerts and Actionable Items
• License detail and Renewal
• Electronic Workflow
• Form Filling of Vendor and B/D Forms
• Mobile Client Connect – Call/Email
• Transactional Detail
• Top Clients by AUM, Production

Get Connect PDF