Case Study: Forthright Capital Partners increases asset inflows by 20% with QuotaPath

Forthright Increases Asset Inflows by 20% with QuotaPath

Forthright Capital Partners, a fast-growing SEC-registered RIA and insurance agency, needed a scalable way to manage commissions as advisor headcount and product complexity increased. With no dedicated RevOps team, the company was spending too much time on manual payout administration and fielding constant questions from advisors who lacked visibility into how their commissions were calculated. Forthright turned to QuotaPath for a more flexible, user-friendly commission management solution.

With QuotaPath, Forthright centralized commissions in a clean interface connected to Google Sheets, giving advisors daily access to payout breakdowns and forecasts. The result was a 50% reduction in commissions admin time, about $2,000 in monthly labor savings, and a 20% increase in total asset inflows. QuotaPath also improved trust and morale by making commissions easier to understand and forecast, while responsive support helped Forthright go live in just three weeks.

Forthright Capital Partners

Charles Nguyen

RA Principal