Firm Revenue Report

The Firm Revenue report shows the total revenue received by the firm and breaks that down by advisor, to show how much revenue each advisor brought in for a designated time period.

Setting Up Payout Distributions

Learn about setting up payout distributions for the Firm Revenue report at the account or user level, and when you'd want to use each.

Utilization Report

The Utilization report shows metrics for client and firm usage of client and Household features such as the client portal, document vault, and assets and liabilities.

Compliance ADV Report

The Compliance ADV report lets you choose a set of accounts and use various widgets to help you answer client relationship questions on Form ADV.

Set Up the Compliance ADV Report

See the ways you can set up and personalize your client relationships information for the purposes of using the Compliance ADV report to answer client relationship questions on Form ADV.