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WealthGen: Commission Managment

Commission Processing

Growth often requires creativity and flexibility to attract new RIAs. Managing complex payout structures can be burdensome for your finance team without a solution that meets their day-to-day operational needs.  Our Commission Management module provides a powerful user friendly portal for importing direct and indirect commission transactions from third party sources, managing and tracking charge-backs and expenses, matching commissions to actual orders and processing payroll as often as you need.

 

  • Integrated with BMS and TMS
  • Provides automated feeds for direct and indirect orders for commission capture and processing
  • Import functionality for capturing third party reported trade data from NFS, DTE, IDC and other vendors
  • Feature Rich User interface for entering commission payments​
  • Insurance Company payments​
  • Mutual Fund commissions​
  • Automated features for capturing NFS transactions​
  • Chargebacks, 12B1 fees ​
  • Commission Processing and Payment Management​
  • Automated Payment allocation to blotters​
  • Chargeback calculations​
  • Minimum Production tracking and calculation​
  • Commission Override tracking​
  • Extended Reporting and Dash-boarding
  • and much more …

 

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