As a highly-sophisticated, flexible and innovative software product, Quartal COMMISSION can cope with the most complex trailer fee structures in today’s financial environment and offers a professional platform for the active administration and reporting of all relevant information regarding performance and cost structure of business partners, internal and external relationship managers as well as other distribution agencies.
Key Features
Automated calculation of payable/receivable commissions
Reconciliation on payments & holdings
Contract Management
Audit certified / MiFID compliant
Sales controlling on partner and product level
DMFSA compliance
Key Benefits
Highly accurate commission invoicing and best practice billing processes
Ability to deal with complex commission structures and invoicing or billing scenarios
Increase of service quality to the external partner and therefore actively supports a growth strategy
Full compliance with the highest security and audit standards
Timely distribution of invoices and payment orders, improving accuracy in reports and statistics
Highest level of accuracy in the provision of realtime reports and statistics
Quartal FLOW is a web based fund reporting platform and specially designed for the mutual fund, asset management and private banking industries with specific reporting and publishing needs, such as: KIID (Key Investor Information Document) reporting Institutional fund reporting Monthly, weekly, daily mutual fund fact sheets Quarterly, semi-annual, annual report publications GIPS reporting Product …
Quartal FEE MANAGER is a professional fee billing and revenue management solution for the financial services industry, designed in order to streamline fee calculation processes while enabling accurate and reliable fee invoicing for all kinds of service fees – even for the most complex invoicing scenarios. Key Features Automated fee calculation and billing Straight-Through-Processing (STP) …