Management Information
Real time MI on-line and bespoke to business partner requirements
Using Oracle Application Express, we provide secure online access to real-time data, available via reports which can be configured by the user. Data can be downloaded into Excel in one click.
The data available is controlled by levels of authority assigned to the user, ranging from full scheme performance to business activity or tracking for a single consultant.
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Bespoke Reporting
Detailed information provided tailored to the requirements of our partners.
- Track portfolios
- Monitor regional business units
- Check split commissions daily
- Instant sales data to individual consultant level
