Track Every Financial Account in One
Place

LeadCenter manages your AUM, insurance, and annuity accounts
from pending to issued, automatically calculating fees, commissions,
and production data.

AUM, Insurance & Annuities

Automated Commission Calculations

Real-Time Production Reports

Manage AUM, Insurance, and Annuity
Accounts From Pending to Issued

Track every account across all statuses, pending, issued, or cancelled. Each
account links to the contact record, keeping client and production data
connected automatically.

Fees and Commissions Calculated
Automatically

Set up AUM fee schedules and advisor commission plans once. LeadCenter calculates company fees and advisor commissions automatically every time an account is issued or updated.

Split Commissions Across Multiple
Writing Advisors

Add multiple writing advisors to any account and set commission splits. LeadCenter calculates each advisor's share automatically, and the total always adds up to 100%.

LeadCenter tracks AUM accounts, insurance accounts, annuities, and financial planning accounts, each with its own fee and commission structure calculated automatically.
You set up commission plans with tiered ranges once. LeadCenter automatically calculates each advisor's commission based on their assigned accounts and issued production amounts.
Yes. Add multiple writing advisors to any account with a commission split percentage for each, and LeadCenter calculates every advisor's share automatically.
Yes. LeadCenter supports CSV uploads for both AUM and insurance accounts, including bulk updates to current amounts.
Yes. LeadCenter integrates with custodians like Orion to automatically sync account values and transactions, keeping your data current without manual entry.

Stop Tracking Accounts in Spreadsheets

LeadCenter manages every AUM, insurance, and annuity account, calculates fees and commissions automatically, and
keeps your production reporting accurate in real time.
Book a Demo

LeadCenter CRM—Anywhere You Go

Access your contacts, calendar, and tasks on the go with the LeadCenter mobile app for iOS and Android.
Get it on Google Play buttonDownload on the Apple App Store button
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