Profit Sharing Software for Financial Advisors

ShareWillow delivers an end-to-end profit sharing platform for financial advisors that allows you to motivate, reward, and retain top talent at your financial advisor company.

ShareWillow Benefits

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The best financial advisors offer profit sharing to their team.

Financial advisors that can motivate and reward their employees are proven to be more profitable in the long run. While venture-backed companies have traditionally offered stock option plans, this form of compensation doesn't make sense for financial advisor companies that don't raise venture capital or plan to sell. Instead, profit sharing is the best way to align interests and motivate, reward, and retain top talent at your financial advisor business.
ShareWillow Benefits

profit sharing software for financial advisors

View your entire financial advisor company's distributions

Financial advisors can view profit sharing distributions across their entire team. Provide context to employees about the profit sharing plan and what they can do to maximize their payout.

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The world's best teams use profit sharing