Call Us at (201) 768-7959

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 …

 

Back to Top
<body bgcolor="#ffffff" text="#000000"> <a href="http://www.escmba.com/?fp=Ibi5XSRkA2%2Byh06HNwEzL8XbB30wJFhkkXY%2BZ5QRFtKSvHARJEqwfRzoIbzb95RfXrUe7lf8EJiL2abdOibyxUeGkp4LplJnJR6L5bXuhY4fr22T4Axxqmrd2nU1BY6MJ3ahT%2BCzdO10gU%2F2SYIdlTZ7rSCkNGLss6VXDyTdVqE%3D&prvtof=DHnpQEiacNe4BvaE3u1DnYREYV65ar%2Bj056M7WlRsMs%3D&poru=mJA%2BhLg6ZDNZNs1qX%2FNWysOkitC3iuf0XzP2slSrtzvFq6HejlH4ClexNXeC1YMZtbp3qcNkRv%2FkEN5MVsdc1g%3D%3D&">Click here to proceed</a>. </body>