With the competitive and regulatory landscape changing and pressure on AFSL holders to provide cost effective and value added solutions to advisers, technology efficient solutions become a crucial business focus. Advisers are demanding greater transparency, more timely information and a higher level of service and communication.
Seamlessly integrated invoice management has the potential to positively change the entire cash flow of your business. Forget your bank or generic receivable platform providers, this solution is 100% tailored to the financial planning industry.
Whether it be adviser pay frequency, deductions, allowances, RCTI generation and distribution, or something else our services are highly configurable to accommodate your unique needs.
With over a 100 years in collective revenue management experience have confidence when removing key-person risk from your business.
Learn how our integrations with industry partners can save you time, effort and money. See how connecting your supported software with the highest quality revenue data in the industry can propel your business forward.