Using data to differentiate your services and drive change
through a trusted channel.

At Paylocity, we know your client’s needs are unique. We also know you serve them best when you understand their business. Our Partner Portals save you and your clients time by delivering insights directly to you. Whether you’re a Benefit Broker or Financial Advisor, see how our intuitive portal can enhance your business.

With our Partner Portal, Benefit Brokers and Financial Advisors will:

  • Stay Informed
    Access timely information about new hires and terminations.
  • Use Insights
    Spot the biggest opportunities by tracking key metrics.
  • Engage Employees
    Send targeted messages to specific employees across mobile, web, and desktop.
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BENEFIT BROKER PORTAL

See accurate information when your clients extend access, such as:

 

  • Recent hires and terminations
  • ACA overview of affordability, eligibility, and FTE counts
  • Setup information on employee measurement periods
  • Plus, toggle between clients with the company selection tool
Reporting & Analytics

FINANCIAL ADVISOR PORTAL

Once clients grant you access, Financial Advisors just like you can:

 

  • Review client data individually or as an aggregate with the intuitive company selection tool
  • View new hire information for each employee hired in the last 45 days
  • See 401k company match breakdown and participation totals
  • Understand levels of contribution with rich data insight and dashboards
GO BACK TO BROKERS & ADVISOR PARTNERSHIPS

View Broker & Advisors