Layne Meadows
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Layne Meadows replied to the topic What are some billing development/enhancements that you recommend? in the forum Billing 9 years, 4 months ago
Comments on the 6/13/17 webinar: I like the concept of developing a commission/payout module. Our firm is a hybrid BD/RIA, and we currently channel our rep’s payout data and submit payments through a separate database system (which is salesforce-based). This allows our reps to receive consolidated brokerage & advisory commissions in one view.…[Read more]
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Layne Meadows joined the group
Billing 9 years, 4 months ago
