Pick the perfect plan for you
Fully managed onboarding
Training & Support
Import data in bulk
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.
- Automalically identify service providers from bank descriptions.
- Automalically match statements with corresponding bank entries.
Bank Recon Statistics
Insightful statistics based on your Bank Recon data.
Insightful statistics based on your Bank Recon data.
Bank Feed (Beta)
Establish a secure, read-only connection to your bank and automatically import
transactions into Commspace on a daily basis.
Establish a secure, read-only connection to your bank and automatically import
transactions into Commspace on a daily basis.
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
Automated Provider Fee
Statement Request
Enabling you to initiate automated email requests directly to your designated service provider contacts from within Commspace
Statement Request
Enabling you to initiate automated email requests directly to your designated service provider contacts from within Commspace
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
Basic Analytics
A one-page dashboard providing key
insights at a glance.
A one-page dashboard providing key
insights at a glance.
Advanced 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.
Custom Categories
Add custom categories for personalised
tracking across entities.
Add custom categories for personalised
tracking across entities.
API Access
Enable API access to securely integrate
external systems with Commspace.
Enable API access to securely integrate
external systems with Commspace.
Client Segmentation
Automatic segmentation of client base, based on income-based criteria.
Automatic segmentation of client base, based on income-based criteria.
Compliance
Track product compliance and optionally withhold payments to non-compliant recipients.
Track product compliance and optionally withhold payments to non-compliant recipients.
Report Email
Auto-send encrypted reports to advisers and referrers.
Auto-send encrypted reports to advisers and referrers.
Scheduled Reports
Schedule recurring data transfers to external SFTP targets.
Schedule recurring data transfers to external SFTP targets.
Partner Accounts
- Enable advanced fee tracking and payouts by managing movements across multiple partner accounts.
- Configure and process expenses, advances, and retentions on demand for partners.
- Set up partner account-based allocation rules in advance and release them when required.
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
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
Lite
Premium
Essential features only
Starting at R650 per adviser p.m. StandardThe full platform — run it yourself
Starting at R850 per adviser p.m.
Plus
We handle revenue loading and reconciliation — you handle the rest
Starting at R1 300 per adviser p.m.
We run everything for you
Starting at R2 150 per adviser p.m.
Fully managed onboarding
Training & Support
Import data in bulk
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.
- Automalically identify service providers from bank descriptions.
- Automalically match statements with corresponding bank entries.
Bank Recon Statistics
Insightful statistics based on your Bank Recon data.
Insightful statistics based on your Bank Recon data.
Bank Feed (Beta)
Establish a secure, read-only connection to your bank and automatically
import transactions into Commspace on a daily basis.
Establish a secure, read-only connection to your bank and automatically
import transactions into Commspace on a daily basis.
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
On-Demand Automated Fee
Statement requests
Automated Provider Fee Statement Request
Statement requests
Automated Provider Fee Statement Request
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
Basic Analytics
A one-page dashboard providing key insights at a glance.
A one-page dashboard providing key insights at a glance.
Advanced 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.
Custom Categories
Add custom categories for personalised tracking across entities.
Add custom categories for personalised tracking across entities.
API Access
Enable API access to securely integrate external systems with Commspace.
Enable API access to securely integrate external systems with Commspace.
Client Segmentation
Compliance
Report Email
Scheduled Reports
Partner Accounts
- Enable advanced fee tracking and payouts by managing movements across multiple partner accounts.
- Configure and process expenses, advances, and retentions on demand for partners.
- Set up partner account-based allocation rules in advance and release them when required.
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
Import data in bulk
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.
- Automalically identify service providers from bank descriptions.
- Automalically match statements with corresponding bank entries.
Bank Recon Statistics
Insightful statistics based on your Bank Recon data.
Insightful statistics based on your Bank Recon data.
Bank Feed (Beta)
Establish a secure, read-only connection to your bank and
automatically import transactions into Commspace on a daily
basis.
Establish a secure, read-only connection to your bank and
automatically import transactions into Commspace on a daily
basis.
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
On-Demand Automated Fee
Statement requests
Automated Provider Fee Statement Request
Statement requests
Automated Provider Fee Statement Request
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
Basic Analytics
A one-page dashboard providing
key insights at a glance.
A one-page dashboard providing
key insights at a glance.
Advanced 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.
Custom Categories
Add custom categories for
personalised tracking across
entities.
Add custom categories for
personalised tracking across
entities.
API Access
Enable API access to securely
integrate external systems with
Commspace.
Enable API access to securely
integrate external systems with
Commspace.
Client Segmentation
Compliance
Report Email
Scheduled Reports
Partner Accounts
- Enable advanced fee tracking and payouts by managing movements across multiple partner accounts.
- Configure and process expenses, advances, and retentions on demand for partners.
- Set up partner account-based allocation rules in advance and release them when required.
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
Import data in bulk
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
Bank Recon Statistics
Bank Feed (Beta)
Automatic Data Ingestion
On-Demand Automated Fee
Statement requests
Statement requests
Data Classification
Revenue Splitting
Reporting
Basic Analytics
Advanced Analytics
Custom Categories
API Access
Client Segmentation
Compliance
Report Email
Scheduled Reports
Partner Accounts
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
Import data in bulk
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.
- Automalically identify service providers from bank descriptions.
- Automalically match statements with corresponding bank entries.
Bank Recon Statistics
Insightful statistics based on your Bank Recon data.
Insightful statistics based on your Bank Recon data.
Bank Feed (Beta)
Establish a secure, read-only connection to your bank and
automatically import transactions into Commspace on a daily
basis.
Establish a secure, read-only connection to your bank and
automatically import transactions into Commspace on a daily
basis.
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
On-Demand Automated Fee
Statement requests
Automated Provider Fee Statement Request
Statement requests
Automated Provider Fee Statement Request
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
Basic Analytics
A one-page dashboard providing
key insights at a glance.
A one-page dashboard providing
key insights at a glance.
Advanced 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.
Custom Categories
Add custom categories for
personalised tracking across entities.
Add custom categories for
personalised tracking across entities.
API Access
Enable API access to securely
integrate external systems with Commspace.
Enable API access to securely
integrate external systems with Commspace.
Client Segmentation
Compliance
Report Email
Scheduled Reports
Partner Accounts
- Enable advanced fee tracking and payouts by managing movements across multiple partner accounts.
- Configure and process expenses, advances, and retentions on demand for partners.
- Set up partner account-based allocation rules in advance and release them when required.
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.
