Walk the team through the full story: how the program waterfall is calculated, how a member's spend is read, and what the member sees. Open each in sequence, or jump straight to one.
The engine. Pick a supplier or set a blended rate, choose a program, and see the raw commission flow through the distributor pass-through and the program waterfall, tier by tier to the advisor of record. This is where the model lives.
Open →Reading a member's world. Upload a TEM, ERP, accounting, or invoice export and watch it match vendors, categorize hyperscaler and CapEx spend, and run the standard program waterfall.
Open →What the member sees. They add providers or upload their spend and see the royalty their spend pays back to their company, in dollars, with royalty support to the Association noted.
Open →