New Calculation

Guided workflow — invariants enforced (pass-through excluded, collection required, stacked pools kept separate).

Demo — no real records modified

Step 1 of 10

Source Records

Client

Meridian Advisors

Opportunity

Compliance Onboarding

Invoice

#4402

Payment

#9911

Subscription

Compliance Suite Pro

Service

Advisory Retainer

Product

—

Event / Milestone

Enterprise onboarding

Renewal / Expansion

—

Strategic relationship

Tara Casella