Some of the services we provide

Commission Administration

Commission revenue is processed from data provided by the various Product Providers and reconciled with your bank statements. This enables you to spot missing commission, and accurately manage your revenue flow.

There are no limitations to commission split rules which means that you can easily share commission with multiple parties.

Commission transactions are processed according to the information specified by the product provider which allows you to, not only report on income per product provider, product, transaction type, product category, client etc. over any period, but also generate a “one view of your client”.

Best Business Practice Solutions

Sound Practice Management and Best Practice processes ensures that you comply with legislation throughout your admin process.

Our tried and tested solutions will provide you with the necessary insight to ensure that you remain informed on the health of your practice, and help you identify new revenue flow opportunities.