ALTO ONE
Integrated Advisory Management Platform
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Use your individually assigned ALTO ONE account.
Client Relationship Manager
Overdue follow-ups
Due today
Next 7 days · Follow-ups
Upcoming meetings · 7 days
Active clients0
Follow-ups requiring attention
| Due | Client | Follow-up | Status |
|---|
Upcoming Client Birthdays · Next 30 Days
| Birthday | Client | Age | Advisor |
|---|---|---|---|
| Loading birthdays… | |||
Upcoming Meetings · Next 7 Days
| Date / Time | Client | Outcome / Subject | Description / Notes | Advisor | |
|---|---|---|---|---|---|
| Loading upcoming meetings… | |||||
Recent Interactions
| Date / Time | Client | Interaction | Description | Outcome | Advisor | |
|---|---|---|---|---|---|---|
| Loading interactions… | ||||||
Gross Revenue Performance
Based on FC Submission Date
All reporting uses FC Submission Date. Defaults to the current year; change the date range to view other periods. Weeks run Saturday through Friday. Total GR = Main Product GR + Rider GR. Records without an FC Submission Date are excluded.
Selected Team: All Teams
This Week · Total GR$0.000 submissions
This Month · Total GR$0.000 submissions
This Year · Total GR$0.000 submissions
Selected Range · Total GR$0.000 submissions
1. Overall Group Performance
| Reporting Period | Total GR | Submissions |
|---|
2. Daily GR Performance by Advisor
| FC Submission Date | Advisor | Main Product GR | Rider GR | Total GR | Submissions |
|---|
3. Weekly GR Performance by Advisor
| Week (Saturday – Friday) | Advisor | Total GR | Submissions |
|---|
4. Monthly Total GR by Advisor
| Month | Advisor | Total GR | Submissions |
|---|
5. Monthly Total GR by Type of Business with Advisor Breakdown
| Month | Type of Business | Advisor | Main Product GR | Rider GR | Total GR |
|---|
6. Monthly Total GR by Team
| Month | Team | Total GR | Submissions |
|---|
7. Yearly Total GR by Advisor
| Year | Advisor | Total GR | Submissions |
|---|
8. Yearly Total GR by Type of Business with Advisor Breakdown
| Year | Type of Business | Advisor | Main Product GR | Rider GR | Total GR |
|---|
9. Yearly Total GR by Team
| Year | Team | Total GR | Submissions |
|---|
Birthday Month Search & Export
0 clients
| Client | Date of birth | Age | Mobile | Country | Client Status | Advisor |
|---|
New client
| Client | Client Status | Mobile | Advisor | Next follow-up | Actions |
|---|
Schedule follow-up
My Follow-ups
| Due | Client | Type | Subject / Notes | Status | Actions |
|---|
Advisor Follow-ups
| Due | Client | Advisor | Type | Subject / Notes | Status | Actions |
|---|
Follow-ups
| Due | Client | Type | Subject / Notes | Status | Actions |
|---|
Submission
Administrator workspace · Development preview
Phase 2 · Screen layout
This is the first interface preview. Client selection and form entry are available for review; saving submissions and creating CRM clients will be connected in the next development step.
1. Client selection
New Client Details
2. Submission Details
3. Product & Premium
Add one or more plans. Commission rates are filled from the selected plan or rider in the Commission Table and are read only.
4. Gross Revenue Summary
| Plan / Rider | Amount / Premium ($) | Premium Frequency | Main Product GR | Rider GR | Total GR |
|---|---|---|---|---|---|
| Add a plan to calculate gross revenue. | |||||
| Grand Total | $0.00 | $0.00 | $0.00 | ||
5. Remarks
Submission Records
Saved submissions · Administrator view
Loading saved submissions…
| Week | FC Submission Date | Advisor | Client | PFP Type | Company | Main Plan | Main Plan Premium | Main Plan GR | Rider | Rider Premium | Rider GR | Total GR | Action |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Loading… | |||||||||||||
Submission Details
Commission Table
Administrator maintenance for Main Product and Rider commission rates.
CSV columns: Company, Plan (or Rider), For Plan (rider records only), Year 1 Rate, Year 2 Rate, Year 3 Rate, Year 4 Rate, Year 5 Rate, Year 6 Rate. Rates are percentages.
| Company | Plan | For Plan | Year 1 | Year 2 | Year 3 | Year 4 | Year 5 | Year 6 | Status | Actions | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Loading… | |||||||||||
User Management
| Role | Advisor/Staff Name | Team | Status | Actions |
|---|
Team Management
| Team Name | Assigned Users | Actions |
|---|