Automated revenue management

CommPay

How can you manage revenue and remuneration with accuracy and ease?

Start with CommPay, built for adviser businesses. CommPay automates all areas of revenue management - from the upload of supplier statements, bank receipts, sales and pipeline reporting, remuneration models, to revenue splits, invoicing, reconciliation processes and comprehensive reporting. It’s a simple tool to help streamline revenue and remuneration.

CommPay is versatile and robust. The integration with Xplan allows for accurate client revenue reporting and comprehensive business reporting.

ClearView Financial Advice
Matrix Planning Solutions

Automated revenue software built for advisers

  • Flexible rules-based revenue and remuneration management
  • Comprehensive purpose-built reporting tools
  • Sales and pipeline reporting
  • Comprehensive imports for supplier statements, client direct fees and bank receipts
  • Complex remuneration models
  • Compliance reporting
  • Streamlined payment distribution.

Book a short demonstration of how CommPay can help your business

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