Revenue operations · Advisor technology
Building a Centralized Revenue Split Platform for Financial Advisors
End-to-end development and long-term ownership of a centralized platform for percentage-based advisor revenue allocation and downstream billing workflows.
Client context
A wealth-management organization needed a central way to manage how transaction-driven commissions were allocated across multiple financial advisors.
The challenge
Revenue allocation needed to be consistent across varying percentage-based arrangements, connected to downstream billing, and maintainable as rules and business requirements changed.
Our role
We designed and developed the web application and supporting data layer, integrated it into the financial-operations workflow, and continued to maintain and evolve the platform after launch.
Key workstreams
Centralized allocation logic
Built the core percentage-based commission allocation logic across multiple financial advisors.
Financial workflow integration
Connected revenue allocation outputs to the downstream billing process.
Long-term product ownership
Provided production support, ongoing maintenance, and new feature development as requirements evolved.
Outcome
The organization gained a shared, maintainable foundation for applying revenue-allocation rules consistently and connecting those results to its billing workflow.
Technology
Have a financial system that has become difficult to change?