Key Features
- Unlimited registry systems and product formats.
- Automated uploading of output files on any periodic basis (daily, weekly, fortnightly or monthly).
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Automatic creation and maintenance of distribution structures:
- Distributor (dealer/broker group),
- Branches / locations,
- Representatives / advisers / brokers.
- Automatic calculation of upfront commissions based on user definable parameter sets attached to various products / representatives with override facility for particular or negotiated arrangements.
- Automatic calculation of on-going & trail commissions.
- Unlimited number of pay rates.
- Client rebates.
- Commission splits.
- Detailed remittance advices and tax invoices.
- Creation of Australian banking system compliant payment files.
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Licensee and Product Provider reporting online facilities including, but not limited to:
- Payment analysis by group,
- Income / payment analysis by branch and by adviser,
- Income / payment analysis by product and by adviser,
- Income / payment analysis by product type by period,
- Income / payment analysis by product.
- Transactional analysis by period.
- Any customised report can be produced for online delivery to the product provider and or the distributor.
