Command Center gives home offices and compliance officers the ability to view their entire book of business in a single dashboard and search, filter, and sort to find which accounts are in alignment with their investment objective.
Note: Compliance is a feature within Command Center.
In this article:
A domain is a subset of accounts within a book of business. It represents a list of rep IDs whose accounts will be secured in their own database and viewed only in their own Compliance table view. A domain is typically defined as a region under a firm (e.g. the "Eastern" domain, or the "XYZ" RIA domain). No more than five domains are typically supported under standard Command Center pricing. The most common implementation is for all accounts to be in a single firm domain. You'll need to communicate to Riskalyze how many domains you'd like and the naming structure for each during the implementation process.