IG Private Wealth Management — Hunt & Associates
Quarterly Performance

Welcome

Enter your team password or your personal code.

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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Servicing
Associate
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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 with others.

ClientTypeServiceYour RoleRevenueStatus
Additional Revenue Contributions

Capture any revenue-related activity not reflected in your notes 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 Supabase to store submissions and reviews securely in the cloud — accessible from any device. Setup takes about 5 minutes and is completely free.

Step 1 — Create a free Supabase account
Go to supabase.com → click "Start your project" → sign up → click "New project" → give it a name and wait ~2 minutes for it to spin up.
Step 2 — Run the database schema
In your Supabase project, click SQL Editor in the left sidebar → "New query" → paste the contents of schema.sql (included in your files) → click Run. You should see "Success."
Step 3 — Copy your API keys
In Supabase, go to Settings → API. Copy your Project URL (looks like https://xxx.supabase.co) and your anon public key (starts with eyJ…).
Skip for now — use local storage only