See where you stand.
Now more than ever, adviser fees are being scrutinised by regulators and clients alike. So, how do you ensure your fees stand up to scrutiny?
The Revenue Reporting function built into CCUBE gives your advice practice a new level of clarity and control.
Here’s what you can see:
- Total revenue
- Revenue by entity
- Revenue by entity group
- Amount per entity
- Assigned adviser
- Product type
- Whether revenue is an upfront fee or recurring
- Due date
You can filter results to see just one client. You can filter by practice, adviser, class, fee type or any combination. You can create and save multiple lists to review and share later. CCUBE’s Revenue Reporting reveals every dollar with newfound transparency. To see it in action, watch this short video:
To book a demonstration, please call us on 1300 422 823 or email firstname.lastname@example.org.