Simplify administrative tasks and enhance your efficiency

Key Features

Case Lodgement Management

Document Review

We provide one level of check before submission to ensure accuracy.
Comprehensive Checklist

We utilise a complete checklist based on industry best practices.
Timely Reminders

Enjoy a peace of mind with our timely reminders and tracking.

Commission Management

Monthly Commission Cycle Processing

Rely on our capabilities to process commissions from multiple insurers, generating multi-level commission reports for advisers, supervisors, directors, and the firm.
Reconciliation and Checks

We check and reconcile received commissions against provider statements.

Agency Management

Client Transfer

We manage client movements between financial adviser representatives and advisory firms.
Introducer Management

We’re able to set up and manage introducer roles for commission tagging, commission management and reporting.
User Onboarding and Off-boarding

Our capabilities include user setup, management, activation and de-activation of accounts.

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