IG Private Wealth Management — Hunt & Associates
Quarterly Performance

Welcome

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Principal portal →
Quarterly Check-In ✓ Draft saved
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Your information
Your role
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Managing
Principal
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Wealth
Advisor
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Admin
Team
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Other
Deal & Production Tracking

List all deals you worked on this quarter, including any you supported or shared. Include referral source to track where new business is coming from.

ClientTypeServiceYour RoleAssets Brought InReferral SourceStatus
Additional Assets & Revenue

Capture any additional assets or revenue not reflected in your deal tracking above.

DescriptionTypeEst. ValueNotes
Client & Relationship Wins

Highlight meaningful client interactions that had a positive impact.

Key Business Contributions

Outline how you contributed beyond your own deals.

Challenges & Roadblocks

Please share honestly and openly about anything that impacted your ability to perform at your best.

Recommendations & Feedback

What feedback do you have on how the team is currently operating? Where do you see opportunities to improve how we work?

Self-Reflection

Reflect on your contribution and performance this quarter.

Ready at end of quarter? Finalize and submit.
Principal Portal

Principal access only

Enter the password to manage employees and complete performance reviews.

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Details

Submit your check-in?

Once submitted, your check-in is finalized and sent to your principal. You won't be able to make further edits to this quarter's report.

Dennis Hunt & Associates
Portal Setup

Connect your database

This portal uses Neon Postgres to store submissions and reviews in the cloud — accessible from any device, no pausing, completely free.

Step 1 — Create a Neon account
Go to neon.tech → sign up → click "New Project" → name it and click Create.
Step 2 — Run the database schema
In Neon, click SQL Editor in the left sidebar → paste the contents of schema.sql → click Run. You should see "Success."
Step 3 — Copy your connection string
Click the green Connect button top-left → select Pooled connection → copy the connection string (starts with postgresql://...).
Skip for now — use local storage only