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Sales and Commission Manager
Call for Demo Record customer receipts based on commission checks received from insurance companies, mutual fund companies or other sources.
Call for Demo View commission activity.
Call for Demo Import client activity, then process commissions.
Call for Demo Compute commissions.
 

Sales and Commission Manager Basic

 

Problem:
You need to compute commission payments based on revenue received from investment companies and insurance companies, then forward funds to brokers/agents.  Recurring contract administration and import commission statement functionality is available.

Solution:
Manage receipt of commission revenue and computation of commissions within a single solution. Commission Manager can help you administer complex payment plans with multiple parties and entities. Use a hierarchical configuration to group agents according to recipient or broker.

Sales and Commission Manager Advanced

 

Problem:
You need to compute fee revenue based on client account balances, then calculate the corresponding commission payments due to brokers/agents.

Solution:

Manage computation of management fee revenue and commission payments within a single solution. Maintain an audit of trail of related transactions, and generate statements for brokers/agents.

   
 

Features

Basic

Advanced

Single User

Yes

Yes

Functionality

Record commission revenue and compute commission payments.

Includes functionality of Basic I plus capability to calculate Management Fee revenue.

Number of Agents/Brokers

< 20

> 20

Import transactions

No

Yes

Record commission receipts

Yes

Yes

Split commissions

Yes

Yes

Track sales revenue

Yes

Yes

Compute management fee

No

Yes

Deductions / Withholding - Coming soon!

No

Yes

Commission Formula Parameters

Variable % of Sale Amount,
Variable commission %

Additional: tier commission levels, limited term

Custom Formula

No

No

Connect to 3rd Party Database

No

No

Trial Version

Yes

Yes

 

 

 

Single User Price

$595

$595

 

 

 

Sales and Support:  412.567.3612

 
Custom Commission Formula

Do you require a custom computation?  We can  add additional parameters to our solution.

Add On

Import Commission Statements

Recurring payments

Direct Deposit


Request Trial Version


Custom solutions start at $795.

Send Requirements / Request Quote
 
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Last Update: June 7, 2010

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