Easy Brokerage

It is amazing how few financial advisers can answer this question accurately, if at all.

Sure, some know the 10 or 20 most profitable clients in their business but what about the top 20% of their clientele? Or the bottom 80% (remember the 80-20 rule)?

Here is another question:

Which clients are you losing money on, every time you service them?

Now that is a very tough question. And yet it is one well worth answering. Just imagine the decisions this answer would allow you to make. And how these decisions would mean growth for your cashflow.

Imagine the insight and decision making power that comes from having accurate answers to this kind of questions on demand:

It can permanently change the way you are doing business.

Now stop imagining.

You can have answers to these and other tough questions as often as you like with Easy Brokerage™ today.

Instantly and accurately.

Let Easy Brokerage™ do the hard work of allocating and distributing the income while you are making right decisions based on the right information.

Easy Brokerage™ will save you time and money and deliver the business insight you are after from the very first month.

Here is how:

Features and Benefits

Automatic Brokerage Allocation:
Import your brokerage statements and allocate income to the right clients in a matter of seconds (after the initial setup).

Automatic Income Distribution:
If your firm distributes income to team members and/or external referrers, income distribution also happens automatically and instantaneously every time you import a brokerage statement.

Gain unprecedented business insight through powerful, clear and meaningful reporting and graphing capabilities:
• Clearly segment your client base into “A”, “B” or “C” class clients.
• Determine when brokerage “fell off”.
• Determine when brokerage was taken away from you.
• Clearly see which clients are profitable.
• Clearly see which clients are unprofitable.
• Quickly generate a Pareto report, the 80/20 rule.
• Monitor the performance of your team.
• Monitor the performance of your external referrers.
• Monitor the source of you business income: Is it super, insurance etc?
• Many more reports...

Rapid reporting:
Through colour coding in an instant you can see when new brokerage has commenced. Or just roll your mouse over a month to see how much brokerage you received. Click on that month for a quick report.

Know how your company fared in the past:
You can import data and report on brokerage all the way back to August 2000.

Restrict Access and keep your data safe:
Easy Brokerage requires a password every time it starts, ensuring that your data remains in safe.
You can further Restrict Access to information with two user levels:
Administrator: has access to all representatives' client information.
Authorised Representative: Has access to their client's information only.

Deliver efficiencies to your business adding to the bottom line:
Because you are not servicing clients that are not profitable. Because you are not wasting time trying to calculate distribution and profitability yourself.

System Requirements:

• Intel® Pentium® III or 4 processor or compatible.
• Microsoft® Windows® 98/2000 with Service Pack 3 or Windows XP
• 32MB of RAM (128MB recommended)
• 300MB of available hard-disk space
• Color monitor with 16-bit color or greater video card
• 1,024x768 or greater monitor resolution
• CD-ROM drive
• Internet connection required for download of brokerage statements and software updates.