Introducing Planfocus Brokerage Processing Services
Running a financial planning business requires the broadest range of skills and expertise. Keeping your front office staff focused on client outcomes and out of back office jobs is key to ensuring the efficient use of your resources, the quality of client outcomes and the growth and success of your business.
Let the Planfocus team help with your brokerage processing needs, so you and your team can get back to doing what you do best!
Brokerage Processing Services (BPS)
Planfocus, the XPLAN experts, now offer a fully outsourced brokerage and revenue administration service to AFSL holders. Whether you are an existing Commpay user, or thinking about starting, Planfocus have the experts on the team to keep your adviser and referrer payment processing accurate and on track.
Why outsource your brokerage processing?
The Planfocus Brokerage Processing Service works with your preferred payment frequencies, deductions, referral relationships, RCTI report needs.
How does it work?
To learn more about Planfocus Brokerage Processing Services, call us on 1300 361 973 for a confidential discussion, or visit our website at www.planfocus.com.au.