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Firm admins
Incentives and rewards
Build reward choices, issue appreciation, and control how client and staff redemptions are reviewed.
Reward system
The Incentives Hub is the starting point for reward programs. The catalog defines what can be offered; the library shows available rewards; the redemption workflow records what has been claimed.
Incentives HubFirm adminOpen the firm’s incentives and reward workflows./incentives/Reward CatalogFirm adminConfigure the rewards the firm offers./incentives/reward-catalog/Rewards LibraryFirm adminBrowse available reward choices./incentives/rewards-library/Redemption HubFirm adminReview and process reward claims./incentives/redemptions/Redemption SettingsFirm adminSet manual or autonomous handling defaults and supported overrides./platform/redemption-settings/SweepstakesFirm adminCreate and monitor referral-linked sweepstakes./platform/sweepstakes/Sweepstakes ConfigurationFirm adminConfigure sweepstakes rules and eligibility./platform/sweepstakes/configuration/
Specialized rewards
The incentives area also supports staff bonuses, client referral rewards, and direct appreciation. Their availability follows the firm’s enabled features and access rules.