Repertoire
Advisors don't want to call the back office to find out where their money is. They want answers on their own schedule — and they want to submit new business without the friction of paper-based workflows. Repertoire is Maestro's dedicated portal for the field, giving reps and advisors direct, secure access to the information and tools they need, 24 hours a day.
One interface for submission, prep, and payout visibility.
Repertoire puts reps and advisors in control of their own business. From a simplified, purpose-built interface, they can submit new business directly to the appropriate product sponsor or custodian. Because Maestro routes those submissions to the back office for review, common NIGO issues like missing signatures or incomplete fields are caught before the paperwork ever leaves the advisor’s hands.
Fewer NIGO issues
Missing signatures and incomplete fields get caught before paperwork leaves the advisor's hands.
CRM data pull
Client data flows in directly from CRMs like Redtail to pre-populate form fields automatically.
LaserApp bridge
A data bridge to LaserApp's form-filling tool completes the form-prep workflow in one place.
Live transaction monitoring
Reps track pending commission and fee transactions for the current period as they move.
Resolve issues before the payout period closes.
From the same portal, reps and advisors can monitor pending commission and fee transactions for the current period, download current and historical compensation statements, and stay on top of any compliance issues holding a transaction before the payout period closes — giving them the opportunity to resolve issues proactively rather than discovering a shortage after the fact.
Everything else reps need in one place.
Client account access
Client account and suitability information available anytime.
Document storage
Client document images stored and retrievable from the portal.
Expense reporting
Built for year-end Schedule C preparation.
1099 tracking
Current 1099 status tracked throughout the year.
License display
FINRA license display and individual license status at a glance.
State registration tracking
Renewal tracking with production history by state, to inform which registrations to renew.
Built for your whole hierarchy, not just the field.
Repertoire isn't just a rep-facing tool. Access extends across your firm's entire hierarchy — assistants, representatives, managers, OSJs, and back office staff all work within the same system, each with the appropriate level of visibility. The result is fewer inbound calls to the back office, faster issue resolution, and a field force that stays informed and engaged without adding to your team's workload.
Frequently Asked Questions
What reps and back office teams want to know about the field portal.