Revenue
management

Most in our sector agree that an APL that enables your salaried advisers or ARs to choose from a broad range of financial products and services to best suit their clients’ goals and objectives — rather than being limited to a particular restrictive product list — is crucial to a successful self-licensed practice or boutique licensee operation. But with this comes a challenge in managing countless statements, payments, bank reconciliations, adviser codes and remittances. Not to mention accounting for adviser splits, referral fees, priority payments to funders and the like.

Our remuneration team can support the entire process for you in an efficient and time effective manner using leading software solutions to suit your needs.

Our revenue management solutions are available to self-licensed practices and licensees on a hybrid subscription/user pays model.