Commission Ease – our standard service already used by hundreds of adviser firms across the UK, including many nationals and networks
We use scanning, OCR and data capture techniques to extract the required data from commission or fee statements. Using the necessary data, we create commissions files for importing into back office systems, ready to reconcile commission against expectation, similar to an EDI transmission.
The service helps eliminating manual re-keying, improving accuracy and streamlining back office processes, which are key to saving time and money.