Overview
Rep Commissions/EFT/1099
Suitability & Compliance
Production Reporting
Commission File Imports
Document Imaging
Licensing
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Maestro offers the ability to manage rep licenses and apply the reps’ license status to every transaction that Maestro processes. The system tracks approval and renewal dates for:
- NASD National Level Exams (Series 6, 7, 24, etc.)
- NASD State Level Exams (Series 63, 65 and 66)
- Insurance Carrier Appointments By State
Maestro also has a built-in interface that allows you to update the NASD License information using files downloaded from WebCRD, virtually eliminating the need for you to update this data by hand. |
