Firm Administration

To get started, log in here.
If you would like to add an additional firm administrator, please email Lana Lawler at

To manage a different branch of your firm, click here

Take advantage of these resources compiled to help firm administrators share best practices and stay up to date on the profession.


PCPS Tool of the Month
Recognition makes people feel really good about themselves and motivates employees to keep up the good work. Recognize the unique value each of your employees brings to your firm in ways that are meaningful to the individual. Use this resource, part of the PCPS Diversity & Inclusion Toolkit, to review the way each team member prefers to be rewarded! Click here to learn more about PCPS membership and resources.

For more information about resources and support for firm administrators, please contact Andrew Grow at (800) 264-7966 or