video1.0<iframe src="https://www.loom.com/embed/de984690663a48c8b8d997706c840cee" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/de984690663a48c8b8d997706c840cee-21203c1790cbe0c2.gif3018.666667This Loom demonstrates Lead Center financial account management and the new main and sleeve accounts feature. It explains how to set up AUM and insurance settings, including defining AUM fee schedules based on household totals and configuring insurance commission ranges, then create and manage accounts through bending, issued, fees, and advisor commission payments. The presentation focuses on sleeve accounts released the same morning to support production tracking when clients add funds over time, linking issued accounts under a main account and keeping separate commissions, fees, workflows, and custom fields. It also covers reporting impacts, integration and migration from Orion and Black Diamond, and how production metrics in pipeline, events, appointments, and marketing ROI reports are driven by account application sign and issue dates.