Agreements and terms management
Streamline distributor oversight and commercial risk management with centralised agreement mastering and automated fee and rebate calculations.
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Maximise client revenue potential
Our centralised platform enables investment managers to maximise revenue potential through automated fee calculations and real-time commercial insights
Centralised mastering
Master all distributor relationships and operational facts with metadata, legal entity reporting and CRM integration
Managed services
Professional implementation and ongoing support from data analysts and project managers with years of global experience
Revenue intelligence
Drive pricing strategy with daily new sales revenue insights, data-driven negotiations and client tiering capabilities
Automated calculations
Monitor payment obligations and ensure accurate rebate calculations with term auto-matching and status tracking
Global coverage
Capture institutional and intermediary terms centrally across rate types, payment schedules and temporal requirements
Native integrations
Seamlessly connect with enterprise systems through secure integrations with flexible authentication and real-time monitoring
Power to maximise revenue with centralised agreement control
Master all your global institutional and intermediary terms in one place with automated fee and rebate calculations.
Overcome significant yearly inefficiencies through better rebate oversight and reduce operational risk with improved data governance.
Built to enhance pricing decisions with real-time revenue insights
Monitor all payment obligations and ensure accurate calculations with automated term matching and validation.
Enable your distribution teams with daily revenue insights and data-driven negotiation support through secure integrations and instant alerts.
