commission-Assyst

commission-Assyst

For Commission, Charges & Fees, Reconciliation & Reporting

This allows you to track any charges / fees you are expecting, receipt payments from clients, providers and platforms, and make distributions (pay-aways) to your advisers and introducers. Gabriel reporting becomes so much simpler as the system will produce the totals required for your RMAR / RegData report.

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Key Features

  • Supports Commissions and Fees
    • Each case may trigger several types - initial fee, followed by a regular service fee
  • Commission Rules
    • Apply how much is distributed to each adviser / introducer based upon rules that you define
  • Simple Receipting
    • Automatically list fees you are expecting
    • Simply 'tick box' ones you have received
  • Powerful Reporting
    • Numerous reports for fees due, fees received and monies distributed
    • Powerful parameters allow you to tailor reports exactly for your own requirements
    • Projections report for business planning
  • Regulatory Reporting
    • Assist with Gabriel reporting - figures for commissions, charges / fees can be easily produced for entry onto your Gabriel / RMAR return
Here are a few examples of screenshots
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