Change the industry and help your sales force to focus where the need to – the client.

• Immediate access to commission. With our unique commission model your distribution channel can access their commission reports online. Initial commission is immediately available as soon as a transaction is confirmed. Ongoing commission is consolidated with initial commission in one easy accessible commission portfolio.
• Online client database. Brokers can see and manage all their clients online. Use tools to manage relationships and interaction between clients including document management (KYC, FICA).
• Consolidated client reporting. Transaction statements, asset exposure, currency exposure.
• Online transacting with buy, sell switch and instruction history.
• Sales tools and financial planning. Cash flow projections, affordability, income and expense, fact sheets (in development).

Add and update investor details online. Store related documentation like application forms and ID documents on the system.

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