Process Statements
Process your carrier statement in order to reconcile your payments and generate reports (First Year, Renewal). Rivue supports multiple formats (Excel, pdf, etc) and normalizes data across carrier statements. Support for over 50 carriers and custodians.
Reconcile Deposits
Enter cash deposits into Payment ledger for reconciliation against carrier statements. Easy-to-use interface to support simple reconciliation and revenue allocation.
Calculate Payout
Calculate advisor and salesperson Payouts for custom pay periods. Excel-like view to incorporate splits, rates, overrides, etc. Payouts aggregate to create payee statements.
Commissions Schedules
Create custom compensation schedules that support multiple payout methods include percentage payout, advances, residual payout, levelized commissions, production levels, hierarchy uplines, and more.
Statements Generation
Create customized Payee statements to support thresholds and custom pay periods. Statements and custom payout data available via the Advisor portal.
