Teldar said its platform was designed for the North American market. It offers flexible payment options, including a pay-by-link feature enabling advisors to share a secure payment link with their clients.
Commissions are transferred twice each month. The platform includes a tracking dashboard so advisors can monitor commissions and export the data.
Teldar also offers API integration.
Its loyalty program, Miles Attack, enables advisors to earn one mile for every $2 sold on Teldar. Miles can be used for personal travel discounts or converted into real dollars.
By Jamie Biesiada