Dealer Management Systems
Comprehensive dealer group revenue and business management.
Ask yourself these three questions...
If you run a financial planning business, small or large, ask yourself...
- Are my product providers paying me the right amount?
- Do I know who my most profitable clients are?
- Is my back-office as efficient as it could be?
If you answered No to any one of these questions, you owe it to yourself and your business to have a good look at the Dealer Management Systems Suite of software.
Coping with the never ending flow of information and money into a financial planning business is a perennial challenge for business owners and managers. Being able to reconcile and report on these flows in an accurate and timely fashion is essential to ensure that advisers and staff get paid the right amounts on time.
The DMS Suite enables financial planning groups to manage their business in the way that is right for them and helps groups grow through efficiency, scalability and good information management, as well as accurate and timely management of revenue flows.
$3.7 billion in commission payments successfully processed and reconciled by DMS customers
DMS is Australia's largest provider of dealer group revenue management software.
DMS is a part of the InvestmentLink Group of companies. DMS provides commission processing software for over 100 dealer group licensees, ranging from small boutique planning groups to some of the largest groups in Australia with more than 1,000 representatives.
