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WealthGen: Branch Supervision

Branch Supervision

As your business grows having the ability to easily on-board new Branches and REPS becomes critical. Couple this with a centralized view of all of your business’s information and processes, and you have a critical management tool. Our Branch Supervision module allows your organization to access, manage and report on all your critical information from one centralized portal.

Automated workflows for Compliance, On-boarding, Operations and Finance eliminate manual processes, prevent errors and increase productivity for all parts of your business.

The system allows you to manage:

  • Branch and REP Information
  • On-boarding information
  • Finance attributes: Payroll Code, Payout Targets, Production Minimums
  • Licensing Information: FINRA, State and Insurance
  • Client information: Suitability, Investment Orders and Portfolios
  • Compliance attributes
  • Order Blotters
  • Centralized document management
  • IT related information, costs and charge backs
  • Dashboard Driven Reports and Workflows
  • And much more …..

 

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