Adviser Group Income

The Adviser Group income report shows you the income for the selected adviser group after paying to the advisers in the specified date range.

You can follow the below- steps to access the Adviser Group income:

1. Go to ‘Reports’

2. From the drop-down menu, click on the Adviser Group income.

3. Select the date range for the period you wish to generate the report.

4. Click on the submit button.

5. A grid will be displayed showing all the adviser groups who had revenue processed during that date range

Have more questions? Submit a request