Take control of your fee income.
Whether you are an appointed representative or an adviser firm that uses excel to manage fee data, Fee Connector is a service and a platform that can revolutionise how you manage fee income.
Fee Connector is not only a platform it is also a managed service, simply send us all your fee statements, in whatever format xls, pdf or word. And we will load them to Fee Connector, ready for you to report, distribute and analyse.
You will be able to match against fees paid against expectation to ensure that you are receiving all of your income.
Fee Connector includes full CRM facilities allowing you to create tasks, email queries and search across all of your transactions.
Easy file uploads
Don’t have to type in data – upload in multiple formats and bulk file uploads
Run reports
Easily find how much you need to pay your advisors and send a report directly to them
User friendly
Get started quickly with a simple intuitive interface with no need for lengthy expensive training sessions
Set expectations
Immediately flag if any transactions don’t meet expectations and need further investiagtion
Upload statements quickly
Bulk file uploads – no more individual uploads waiting for each file.
Run Reports
Run standard reports and Bespoke reports can be created as needed
Set expectations
Run standard reports – commission by adviser, Bespoke reports can be created as needed
Ticket system
Create tickets for queries for example to flag any transactions which do not meet expectations and assign them to a team member to follow up
User friendly
Simple intuitive interface, easy to set up with no need for lengthy expensive training sessions
Data Security
- Multi-factor authentication
- IP white listing
- Data is encrypted at rest and transit
- Hosted in secure ISO2007 data centre
Easily search and filter
Free text search so you can find a record by policy number, client name, scheme or commission type.
Show KPIs
KPIs are shown on the dashboard including commission earned by months and number of active clients.
Accurate data
Remove the chance of human error. We have years of experience with commission statement uploads so we ensure the data is clean and accurate.
CRM functionality
Store client and adviser data and email reports direct from Connector Hub
Fee Connector Overview
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