CommPay is a cutting edge revenue management solution designed specifically for financial adviser firms. It is a scalable system that allows your business to move away from manual commission tracking and bring your business into the future with a complete revenue management system.
A purpose-built tool specifically for financial planners, CommPay integrates with XPLAN to combine client revenue data with CRM capability. It supports a variety of complex revenue sharing splits and remuneration model arrangements.
With CommPay, you can:
- Manage your revenue statements and regulatory reporting
- Match expected revenue to actual, enabling you to generate accurate revenue, productivity and profitability reports
- Import multiple documents from suppliers and map the data into your existing databases
- Establish, configure and manage different revenue models with minimal effort
- Effectively manage adviser accounts
- Manage all billing, invoices and payments (via XPLAN).
ComplyX is the leading provider of CommPay in Australia. Our experienced team will seamlessly implement the CommPay system in your business for a fixed price, with ongoing system management and support.
Scale your financial planning firm with CommPay through ComplyX today.