Finance and Accounting
Software for Accounting and Financial Services
Financial intermediaries managing client portfolios, commissions and renewal-driven revenue.
Financial services intermediaries earn commission on products sold and renewed. Revenue continuity depends entirely on renewals happening, which depends on knowing when policies and instruments mature. Commission from multiple providers arrives on different cycles and is hard to reconcile.
What gets in the way
- Policy and instrument renewal dates are missed, losing recurring commission
- Commission from multiple providers arrives on different cycles and is hard to verify
- Client portfolio across products is not visible in one place
- Compliance documentation requirements vary by product
- Follow-up for maturity and renewal depends on personal reminders
What the software handles
- Client portfolio across products and providers
- Renewal and maturity date tracking with reminders
- Commission recording and reconciliation by provider
- Document collection for compliance requirements
- Follow-up scheduling ahead of renewal dates
What changes
- Renewals captured before they lapse
- Commission reconciled against expectation rather than accepted
- Whole client portfolio visible in one view
Software for your accounting and financial services business
Start from a ready product or have one built around how you work.