Pick the perfect plan for you
Fully managed onboarding
Training & Support
Identify & reconcile commission payments
Source & import commission statements
Link new products to clients, advisers & splits
Process changes and corrections
VAT & data integrity checks
Finalise monthly payout periods
Setup & generate reports
Bank Reconciliation
Easily upload bank statements, identify revenue
transactions to be reconciled with commission statements,
and track outstanding commission statements.
Easily upload bank statements, identify revenue
transactions to be reconciled with commission statements,
and track outstanding commission statements.
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:
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
Data Classification
Fee information is automatically classified into
predetermined categories based on industry best practice
(i.e. product categories, commission types, etc.)
Fee information is automatically classified into
predetermined categories based on industry best practice
(i.e. product categories, commission types, etc.)
Revenue Splitting
- 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 keeping track of historical data
Reporting
- 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 companys branding and logo
- Bespoke Excel reports can be saved as templates and generated on demand
Visual Analytics
Integrated, interactive visual analytics allow users to
easily analyse trends, spot unusual spikes and discover
exceptions in their revenue data.
Integrated, interactive visual analytics allow users to
easily analyse trends, spot unusual spikes and discover
exceptions in their revenue data.
Premium Features
Additional R220 per adviser p.m.
Additional R220 per adviser p.m.
+R220
+R220
+R220
Included
Bank Reconciliation Premium
All standard Bank Reconciliation features, plus:
All standard Bank Reconciliation features, plus:
- Automatically identify service providers from bank descriptions
- Automatically match statements with corresponding bank entries
- Initiate statement requests directly from the system.
Client Segmentation
Commspace will automatically segment your client base
according to tailored income-based criteria.
Commspace will automatically segment your client base
according to tailored income-based criteria.
Compliance
Track the compliance status of each product and
optionally withhold payments to recipients until a product
has become fully compliant.
Track the compliance status of each product and
optionally withhold payments to recipients until a product
has become fully compliant.
Report Email
Automatically send encrypted reports to advisers and
referrers directly from Commspace.
Automatically send encrypted reports to advisers and
referrers directly from Commspace.
Scheduled Reports
Schedule data transfers to an SFTP of your choice.
Schedule data transfers to an SFTP of your choice.
Partner Access
Partners will receive access to integrated analytics and
reports to view their own revenue.
Partners will receive access to integrated analytics and
reports to view their own revenue.
+R95
+R95
+R95
+R95
Additional R95 per partner p.m.
Partners get direct access to integrated analytics and reports for viewing their revenue.
Partners get direct access to integrated analytics and reports for viewing their revenue.
*Prices quoted are billed monthly in advance and exclude VAT
Choose
your plan
Select a plan
Self ServiceStarting at R670 per adviser p.m.
Managed Services PlusStarting at R1 480 per adviser
p.m.
Managed Services PremiumStarting at R2 000 per
adviser p.m.
Managed Services StandardStarting at R1 150 per
adviser p.m.
Fully managed onboarding
Training & Support
Identify & reconcile commission payments
Source & import commission statements
Link new products to clients, advisers & splits
Process changes and corrections
VAT & data integrity checks
Finalise monthly payout periods
Setup & generate reports
Bank Reconciliation
Easily upload bank statements, identify revenue
transactions to be reconciled with commission
statements, and track outstanding commission
statements.
Easily upload bank statements, identify revenue
transactions to be reconciled with commission
statements, and track outstanding commission
statements.
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:
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
Data Classification
Fee information is automatically classified into
predetermined categories based on industry best
practice (i.e. product categories, commission types,
etc.)
Fee information is automatically classified into
predetermined categories based on industry best
practice (i.e. product categories, commission types,
etc.)
Revenue Splitting
- 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 keeping track of historical data
Reporting
- 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 companys branding and logo
- Bespoke Excel reports can be saved as templates and generated on demand
Visual Analytics
Integrated, interactive visual analytics allow users
to easily analyse trends, spot unusual spikes and
discover exceptions in their revenue data.
Integrated, interactive visual analytics allow users
to easily analyse trends, spot unusual spikes and
discover exceptions in their revenue data.
Premium Features
Additional R220 per adviser p.m.
Additional R220 per adviser p.m.
+R220
Bank Reconciliation Premium
All standard Bank Reconciliation features, plus:
All standard Bank Reconciliation features, plus:
- Automatically identify service providers from bank descriptions
- Automatically match statements with corresponding bank entries
- Initiate statement requests directly from the system.
Client Segmentation
Commspace will automatically segment your client base
according to tailored income-based criteria.
Commspace will automatically segment your client base
according to tailored income-based criteria.
Compliance
Track the compliance status of each product and
optionally withhold payments to recipients until a
product has become fully compliant.
Track the compliance status of each product and
optionally withhold payments to recipients until a
product has become fully compliant.
Report Email
Automatically send encrypted reports to advisers and
referrers directly from Commspace.
Automatically send encrypted reports to advisers and
referrers directly from Commspace.
Scheduled Reports
Schedule data transfers to an SFTP of your choice.
Schedule data transfers to an SFTP of your choice.
Partner Access
Partners will receive access to integrated analytics
and reports to view their own revenue.
Partners will receive access to integrated analytics
and reports to view their own revenue.
+R95
Additional R95 per partner p.m.
Partners get direct access to integrated analytics and reports for viewing their revenue.
Partners get direct access to integrated analytics and reports for viewing their revenue.
*Prices quoted are billed monthly in advance and exclude VAT
Fully managed onboarding
Training & Support
Identify & reconcile commission payments
Source & import commission statements
Link new products to clients, advisers & splits
Process changes and corrections
VAT & data integrity checks
Finalise monthly payout periods
Setup & generate reports
Bank Reconciliation
Easily upload bank statements, identify revenue
transactions to be reconciled with commission
statements, and track outstanding commission
statements.
Easily upload bank statements, identify revenue
transactions to be reconciled with commission
statements, and track outstanding commission
statements.
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:
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
Data Classification
Fee information is automatically classified into
predetermined categories based on industry best
practice (i.e. product categories, commission types,
etc.)
Fee information is automatically classified into
predetermined categories based on industry best
practice (i.e. product categories, commission types,
etc.)
Revenue Splitting
- 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 keeping track of historical data
Reporting
- 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 companys branding and logo
- Bespoke Excel reports can be saved as templates and generated on demand
Visual Analytics
Integrated, interactive visual analytics allow users
to easily analyse trends, spot unusual spikes and
discover exceptions in their revenue data.
Integrated, interactive visual analytics allow users
to easily analyse trends, spot unusual spikes and
discover exceptions in their revenue data.
Premium Features
Additional R220 per adviser p.m.
Additional R220 per adviser p.m.
+R220
Bank Reconciliation Premium
All standard Bank Reconciliation features, plus:
All standard Bank Reconciliation features, plus:
- Automatically identify service providers from bank descriptions
- Automatically match statements with corresponding bank entries
- Initiate statement requests directly from the system.
Client Segmentation
Commspace will automatically segment your client base
according to tailored income-based criteria.
Commspace will automatically segment your client base
according to tailored income-based criteria.
Compliance
Track the compliance status of each product and
optionally withhold payments to recipients until a
product has become fully compliant.
Track the compliance status of each product and
optionally withhold payments to recipients until a
product has become fully compliant.
Report Email
Automatically send encrypted reports to advisers and
referrers directly from Commspace.
Automatically send encrypted reports to advisers and
referrers directly from Commspace.
Scheduled Reports
Schedule data transfers to an SFTP of your choice.
Schedule data transfers to an SFTP of your choice.
Partner Access
Partners will receive access to integrated analytics
and reports to view their own revenue.
Partners will receive access to integrated analytics
and reports to view their own revenue.
+R95
Additional R95 per partner p.m.
Partners get direct access to integrated analytics and reports for viewing their revenue.
Partners get direct access to integrated analytics and reports for viewing their revenue.
*Prices quoted are billed monthly in advance and exclude VAT
Fully managed onboarding
Training & Support
Identify & reconcile commission payments
Source & import commission statements
Link new products to clients, advisers & splits
Process changes and corrections
VAT & data integrity checks
Finalise monthly payout periods
Setup & generate reports
Bank Reconciliation
Easily upload bank statements, identify revenue
transactions to be reconciled with commission
statements, and track outstanding commission
statements.
Easily upload bank statements, identify revenue
transactions to be reconciled with commission
statements, and track outstanding commission
statements.
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:
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
Data Classification
Fee information is automatically classified into
predetermined categories based on industry best
practice (i.e. product categories, commission types,
etc.)
Fee information is automatically classified into
predetermined categories based on industry best
practice (i.e. product categories, commission types,
etc.)
Revenue Splitting
- 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 keeping track of historical data
Reporting
- 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 companys branding and logo
- Bespoke Excel reports can be saved as templates and generated on demand
Visual Analytics
Integrated, interactive visual analytics allow users
to easily analyse trends, spot unusual spikes and
discover exceptions in their revenue data.
Integrated, interactive visual analytics allow users
to easily analyse trends, spot unusual spikes and
discover exceptions in their revenue data.
Premium Features
Additional R220 per adviser p.m.
Additional R220 per adviser p.m.
+R220
Bank Reconciliation Premium
All standard Bank Reconciliation features, plus:
All standard Bank Reconciliation features, plus:
- Automatically identify service providers from bank descriptions
- Automatically match statements with corresponding bank entries
- Initiate statement requests directly from the system.
Client Segmentation
Commspace will automatically segment your client base
according to tailored income-based criteria.
Commspace will automatically segment your client base
according to tailored income-based criteria.
Compliance
Track the compliance status of each product and
optionally withhold payments to recipients until a
product has become fully compliant.
Track the compliance status of each product and
optionally withhold payments to recipients until a
product has become fully compliant.
Report Email
Automatically send encrypted reports to advisers and
referrers directly from Commspace.
Automatically send encrypted reports to advisers and
referrers directly from Commspace.
Scheduled Reports
Schedule data transfers to an SFTP of your choice.
Schedule data transfers to an SFTP of your choice.
Partner Access
Partners will receive access to integrated analytics
and reports to view their own revenue.
Partners will receive access to integrated analytics
and reports to view their own revenue.
+R95
Additional R95 per partner p.m.
Partners get direct access to integrated analytics and reports for viewing their revenue.
Partners get direct access to integrated analytics and reports for viewing their revenue.
*Prices quoted are billed monthly in advance and exclude VAT
Fully managed onboarding
Training & Support
Identify & reconcile commission payments
Source & import commission statements
Link new products to clients, advisers & splits
Process changes and corrections
VAT & data integrity checks
Finalise monthly payout periods
Setup & generate reports
Bank Reconciliation
Easily upload bank statements, identify revenue
transactions to be reconciled with commission
statements, and track outstanding commission
statements.
Easily upload bank statements, identify revenue
transactions to be reconciled with commission
statements, and track outstanding commission
statements.
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:
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
Data Classification
Fee information is automatically classified into
predetermined categories based on industry best
practice (i.e. product categories, commission types,
etc.)
Fee information is automatically classified into
predetermined categories based on industry best
practice (i.e. product categories, commission types,
etc.)
Revenue Splitting
- 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 keeping track of historical data
Reporting
- 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 companys branding and logo
- Bespoke Excel reports can be saved as templates and generated on demand
Visual Analytics
Integrated, interactive visual analytics allow users
to easily analyse trends, spot unusual spikes and
discover exceptions in their revenue data.
Integrated, interactive visual analytics allow users
to easily analyse trends, spot unusual spikes and
discover exceptions in their revenue data.
Premium Features
Additional R220 per adviser p.m.
Additional R220 per adviser p.m.
Included
Bank Reconciliation Premium
All standard Bank Reconciliation features, plus:
All standard Bank Reconciliation features, plus:
- Automatically identify service providers from bank descriptions
- Automatically match statements with corresponding bank entries
- Initiate statement requests directly from the system.
Client Segmentation
Commspace will automatically segment your client base
according to tailored income-based criteria.
Commspace will automatically segment your client base
according to tailored income-based criteria.
Compliance
Track the compliance status of each product and
optionally withhold payments to recipients until a
product has become fully compliant.
Track the compliance status of each product and
optionally withhold payments to recipients until a
product has become fully compliant.
Report Email
Automatically send encrypted reports to advisers and
referrers directly from Commspace.
Automatically send encrypted reports to advisers and
referrers directly from Commspace.
Scheduled Reports
Schedule data transfers to an SFTP of your choice.
Schedule data transfers to an SFTP of your choice.
Partner Access
Partners will receive access to integrated analytics
and reports to view their own revenue.
Partners will receive access to integrated analytics
and reports to view their own revenue.
+R95
Additional R95 per partner p.m.
Partners get direct access to integrated analytics and reports for viewing their revenue.
Partners get direct access to integrated analytics and reports for viewing their revenue.
*Prices quoted are billed monthly in advance and exclude VAT
What our clients say about us
Frequently asked questions
What do I need to get started?
Every client enjoys our fully assisted onboarding service. A dedicated account manager oversees all aspects of the onboarding process. We do whatever it takes to ensure your success on our platform.
Do I have to sign a long term contract?
No. Commspace is a pay-as-you-go service. There are no long term contracts or commitments on your part. You simply pay month-to-month and can cancel at any time.
Is there a charge per user?
No. The billing is done on a per-adviser basis. You can give access to as many online users as you need.
How will I be billed?
You will be invoiced monthly in advance, unless you prefer to pay annually.
What about security?
Multiple layers of electronic and physical controls ensure the complete security and privacy of your data. We use bank-level security to encrypt all your interaction with the application.
Learn more about our security.
