Commission Tracking

The comprehensive commission tracking system within FinPlan can automatically calculate any individual feed deductions such as introducer commission or network payments and display these in a structured format. Management assigned permissions ensure that commission details are only disclosed to authorised personnel and a set of management reports can show business written and issued, commission received and outstanding, pipeline and full commission statements. These can be grouped by consultant or by company.

Commission statements can be generated for advisers and introducers and comprehensive commission tracking reports will highlight missing commission payments and variances in receipts.