AdvisorConnect

Connect with expert advisors to streamline your business operations and payment processes.

Data types

  • Advisor
  • ContactSubmission
  • Ticket
  • Commission
  • EmailLog
  • AdvisorEmailLog
  • Invoice
  • Settlement
  • PayoutSchedule
  • Notification
  • NotificationPreference
  • TrainingMaterial
  • PerformanceReview
  • AuditLog
  • DiscussionPost
  • Webinar
  • Recognition
  • AdvisorReferral