Start with CommPay—built for financial advice businesses.
CommPay automates all areas of revenue management, from the upload of supplier statements and bank receipts to sales and pipeline reporting, remuneration models, revenue splits and invoicing. 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.
Automation is the key to delivering affordable, yet profitable financial advice. But where should you start?
Iress | 6 min read