Record customer receipts based on commission checks
received from insurance companies, mutual fund companies
or other sources.
View commission activity.
Import client activity, then process commissions.
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.