Administrative Services

Simplify administrative tasks and enhance your efficiency

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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.

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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.

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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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PROPEL is a One-Stop Solution that enables financial advisory firms to scale their business and operations. With a platform unifying financial needs analysis, new business registration and commission management module, we also provide mid-to-back office support services to help firms boost their productivity.

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