Sales Tracking & Incentive Workflows

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The tools are engineered to support key stages of the Wealth Management sales reporting, tracking and incentive fulfillment process, and support individual producers, their assistants, sales directors, New Business Committees, product managers and external audiences -- such as other parts of the organization making referrals or receiving referral comp. 

Work flows to automate reporting, referrer communication, streamline new document creation, automate recurring and onetime sales reporting.  The tools also provide incentive payout and support for advanced incentive comp plans -- including support for rolling periods, carry-forward, auto-credit for certain additions, look-back trailers and tiered payout.

In addition, the deployment of online statements & activity reports to officers, managers, referrers, banking division executives and other corporate audiences create tremendous business efficiency.  In many cases our clients can redeploy 50% or more of administrative staff time to be client-facing rather than reporting collection & management.  Incentive Plan managers are supported with diagnostic reporting tools for payout forecasting, goal determination, audit documentation & future plan design modeling.

Key Business Functions & Features

• Sales Reporting Workflow & Fee Forecasting

• Additions, Renegotiations and Future Fee Tracking

• Referral Tracking, Reporting and Payout Automation

• Intelligent Incentive Claim Approval Workflow

• Automated Plan Participant Statements

• Payroll-ready Extract & Audit Trail

• Support of Advanced Comp Plan Designs

• Plan Owner Payout Forecast/Modeling Tools