Commissions and Fees
- No additional charge for this module
- No EDI mailboxes or additional hardware to purchase or load
- Proven commissions capability
- Huge time efficiencies recognised by our current customers
On a monthly basis over £30 million of commissions and fees are processed by Intelligent Office. To put this in another context, this equates to over 70% of the industry’s EDI statements being processed through our solution.
Think of the benefits of automated matching of all commission (including renewal) and fee types, in particular how much this would save your business in terms of time and money.
It is not hard to see why advisers view this functionality as a key feature of Intelligent Office.
“As a business that focuses on long-term client relationships rather than product sales, the ability to efficiently and accurately reconcile thousands of lines of renewal and funds under management-related commissions on a monthly basis without the need for human intervention, was hugely important in our business model being scalable.”
Paul Dunne - Foster Denovo