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Financial Accounts

AUM Settings
AUM Settings Insurance Products Settings Account Tax Types Advisor Commission Plans Managing Financial Accounts Financial Account Transfers Account Writing Advisors

Financial Accounts

AUM Settings Insurance Products Settings Account Tax Types Advisor Commission Plans Managing Financial Accounts Financial Account Transfers Account Writing Advisors

AUM Settings

LeadCenter.AI provides one integrated system to track productions, company fees and commissions, and advisors commissions and payments. The system automatically calculates all related commissions.

To track productions for assets under management (AUM) review and set up the following:

  1. AUM custodians: an optional field. You can create an AUM account with or without a custodian.
  2. AUM product types: an example like brokerage account. This is also an optional field.
  3. AUM products: like various classification based models. Examples like dividend income model, bluechip growth model, etc. This is a mandatory field. If you don't have multiple AUM products, create one product and call it AUM to be able to create accounts.
  4. AUM fees: the annual fees you charge your clients for managing their assets.
  5. If you want to track advisors commission, please set up advisors' commission plans and add advisors to it

Need more help?

If you can’t find the answers you’re looking for, our support specialists are available to answer your questions and troubleshoot if necessary.

  • Phone Call (888) 291-7116. Our main hours are Monday to Friday 7 am-5 pm Central Time.
  • Support Ticket Send your questions and inquiries via email to support@leadcenter.ai. A support ticket will be created and one of our team members will get back to you as quickly as possible.