COMMISSION

Commission reconciliation without the spreadsheet. Statements come in from product providers, get matched against your clients and policies, and split between the advisers entitled to them.

The One Advisor commission module showing a commission statement

What it does

  • Import commission statements from product providers
  • Reusable templates for each provider's statement format
  • Mapping errors surfaced for resolution, then reimported
  • Split rules that divide commission between advisers, down to a single policy
  • Allocations tied back to the client and policy that earned them
  • Reports for client revenue, commission lapse and projections
  • Monthly commission per adviser, broken down by company and earnings type
  • Bank statement records and exchange rates

The other modules

Directory · Client · Compliance

DEMO

If you are interested in One Advisor please let us know and we will contact you to set up a demo at your convenience