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Dealer Group Solution

Our Dealer Group Solution utilises either Microsoft Dynamics CRM 4.0 or Microsoft Dynamics CRM 2011 and a custom ASP.NET web application that is highly extensible and easily configurable to provide a portal for managing commissions, compliance, managing adviser relationships and much more!

Features

• Promote your brand through custom themes for the complete group or specific advisers.
• Infinitely customisable sitemaps to control access to specific functionality or content for individual or groups of advisers.
• Automatic version control for updating Privacy Statements, Financial Services Guides when advisers to update their contact and address details.
• Manage compliance risks by providing online compliance tests or product assessments to track results, automatically assign CPD points and provide real time reports.
• Allow advisers to be proactive with compliance by consistently creating, updating all their professional training, conflict of interests, breaches and complaints information.
• Provide unrivalled support in managing questions, problems or requests through integrated case management and knowledge base features.
• Provide downloadable content such as example SOAs, application forms, commission schedules and other value business resources.
• Provide simple calculators to your advisers for point of sales demonstrations.
• Infinite commission splits at the dealer level for referral partners or other third parties.
• Commission splits are configurable by your unique classification. For example, direct service fees have a different split percentage to standard commissions.
• Over 40 default schemas for automatic processing of commission data files.
• Users can create custom file schemas for unique source of commissions in seconds without an IT expert.
• Allow advisers to view their commission split arrangements, download reports regarding commissions paid or not paid.
• Once off adjustments (flat for percentage amounts) for items such as claw backs for negative balances to be carried forward or 3rd party service fee collections after commission splits.
• Recurring adjustments (flat for percentage amounts) for Professional Indemnity or similar costs after commission splits.
• Automatic distribution of RCTI brokerage and referral partners reports (in PDF and Excel formats) via email.

Please contact us to discuss the opportunity of having a unique and customised solution for your AFSL.