Financial Accounts Management

Virtual Meeting

Thursday, July 24, 2025 - 01:00 PM to 02:00 PM
Central Time - US & Canada

Dive deep into managing AUM, fees, and advisor commissions using LeadCenter’s advanced financial account features. Understand Main and Sleeve account structures and syncing with custodians like Orion and Black Diamond. Ideal for back-office teams and financial analysts.


  • Understanding Main and Sleeve account structures
  • Navigating integrations with Orion and Black Diamond
  • Managing fees, commissions, and production tracking
  • Customizing financial reports
  • Q&A session