Dashboard
Total Firms
24
+2 this month
Total Agents
156
+12 this month
Active Advisors
87
92% active rate
Pending Licenses
18
5 require action
Recent Activity
Updated license for John Smith (Agent)
By Admin User
2 hours ago
Added new Acme Financial (Firm)
By Admin User
5 hours ago
Approved appointment for Sarah Johnson (Agent)
By Admin User
Yesterday
Updated status for Global Advisors (Advisor Firm)
By Admin User
2 days ago
Alerts
License expiring in 30 days
5 Agents
E&O Insurance expiring soon
3 Agents
Background checks completed
7 Agents