We offer a desktop solution for advisers whereby electronic statements produced by us (or other dealer group platforms) can be imported for the purpose of efficient client analysis, profitability and segmentation.
Client segmentation is now common
practice in many financial planning businesses. XBS Adviser Desktop
allows you to track a client's value to your business.
XBS Adviser Desktop is not aligned to any commission system platform and
can be enhanced to import electronic dealer group statements. The system
also allows for manual input where required.
Adviser Desktop can be purchased by the dealer group or independently by the adviser starting at just $119 plus $199 per adviser per annum.
Download a demonstration today |
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Client commission report 15/7/2004
to 15/2/2007
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Client listing by commissions
generated by Adviser
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Fund Manager commission report
31/7/2004 to 28/2/2007
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Referrer commission report
15/7/2004 to 28/2/2007
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| Comparison report of brokerage by
Adviser comparing monthly income over a selected 2 year period |
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