Who gets paid
- Advisers
- Adviser teams
- Branch leaders
FINANCIAL SERVICES VERSION
Wealth & advisory
Adviser pay on assets and new money, with registrations checked before anything is paid.
Plan parts ready to use
- Payout on advisory fees, rate by revenue type
- Bonus on net new money
- Team splits
- Pay held until registered
On the same record
- Registrations with end dates
- Held pay, released when cleared
- Account data by upload
Editions: Basic, Professional, Enterprise. Financial services versions are commissions only. Compare editions →
WORKED EXAMPLE · FROM A TEST ORG
An advisor’s quarter: advisory fees, brokerage and a deferral.
An advisor at a wealth test firm earns a different payout rate on each kind of revenue, and 10 % of the advisory payout is deferred and vests over later quarters.
Each revenue line keeps its own rate, so a payout statement shows exactly how much came from each kind of revenue and how much is waiting to vest.
| Advisory fees, January | $10,000 × 42 % | $4,200.00 |
| Brokerage revenue, March | $320 × 35 % | $112.00 |
| Deferred, vests later | 10 % of the advisory payout | −$420.00 |
| Paid for the quarter | $3,892.00 |
Calculated by RevexOne in a test organisation with invented people and companies.
PLAN TO PAYOUT
Every amount traced from plan to payout.
Each payment links back to the approved plan version, the rule, the sale or activity behind it, the run that calculated it and the people who approved it. Follow one payment →
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