Everything you need in one intelligent solution
Project-managed onboarding by a team of focused business analysts ensures a smooth start. We do the data cleanup, setup and data load to get you up and running. Minimal effort is required from you.
We are committed to doing whatever it takes to get all your data categorised, standardised and onto our platform. We have already mapped over a thousand provider commission statements.
Our system is built to integrate with all the mission-critical platforms that you use to run your business.
Automatic Data Ingestion
All provider commission statement file mappings are maintained by us.
This allows commission data to flow automatically into the system in three ways:
- Direct provider data feeds
- Provider commission statements emailed to a dedicated client inbox
- Provider commission statements uploaded via the web interface
Automatic Data Classification
Fee information is automatically classified into predetermined categories based on industry best practice (i.e. product categories, commission types, etc.)
Repetitive tasks are the key culprit in generating administrative load. Replacing laborious, manual tasks with a system can save minutes, hours, even days. Full automation is where real time is saved.
- Flexible, rules-based approach to allocating/splitting commission
- Multiple remuneration models, e.g. fixed percentage, fixed fee, sliding scale based, goal based, etc.
- Allocation to various parties, e.g. advisers, employees, external referrers, etc.
- Date-based allocation rules allow changes to be scheduled ahead of time
- Easily perform bulk changes whilst still keeping track of historical data
- Out-the-box, predefined reports cover the most common reporting needs
- An easy-to-use, integrated report builder allows custom report creation without vendor assistance
- Reports are styled to incorporate your company’s branding and logo
- Bespoke Excel reports can be saved as templates and generated on demand
Integrated, interactive visual analytics allow users to easily analyse trends, spot unusual spikes and discover exceptions in their revenue data
Role-based access control allows read/write access to specific functions
- Full audit trails are maintained of all record-modifying actions
- Records are fingerprinted with created/updated timestamps
- All recent actions are viewable in context in the web interface
Security & Backups
- Multiple layers of physical, biometric and software-based security protocols and encryption
- Regular external security audits
- Daily database backups
- Learn more about our security
- User support is offered via live-chat style in-app conversations, as well as email and telephone
- One-on-one remote screen sharing sessions are also available
Regular live online training events are published on and booked directly via the app
- Integration with leading market-specific CRMs such as @work, Elite Wealth, Workpool and FSPHub
- A well-documented API allows for third party integrations
- Cloud-based integration adapters, such as Zapier, are in the works
Our intentional strategy of adding as much value as possible without charging for it, has resulted in a win-win situation for you and us. You get started with high quality data and the know-how and support to keep it that way - and in return, we get happy, engaged clients who know we’ve got their backs.
What our clients say about us
“Onboarding was quick and minimal effort was required of us. Commission processing, queries and errors have been reduced by more than half the time previously spent. Whenever there’s a question or uncertainty, help is provided within minutes, either through a call or online chat. The training I received was very informative and easy to follow.”Nadia BesterSalvo Capital
“This is not what I wanted. It is more than I wanted! This is so rich and so brilliant. Thanks a million!”Chriswell BaloyiMatiyimela Investments
“I am amazed by the systems and technology they use to deliver a first-class commission system, service, and training. They are always available to assist, online or telephonically. Their technology, systems, professionalism, and helpful, friendly staff exceeded my expectations completely.”Edmund Du PlessisHelderberg Insurance Brokers
“Commspace – the best technology investment we’ve made in years! Awesome service from the team.”Sarita du PlessisASCOR Independent Wealth Managers