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Powerful & User-friendly financial planning software  
     
 

VisiPlan
Components

Fact Find
Client Management

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Insurance Plus
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Brokerage Manager
Risk Profiler
Word Writer
Excel Writer
Portfolio Manager
VisiTools
VisiSnapShot
VisiModelPlan

Gateway

    Key Brokerage Features
Record brokerage cheques
Allocate payments
Upfront and trail brokerage
Brokerage reporting
 
 
 
 
 
 
     
Brokerage Manager
 

VisiPlan's Brokerage module provides an easy-to-use system to keep track of all upfront brokerage, provide variance reports on expected and received brokerage, and automatically enter adjustments within tolerance limits that you define.

From the Brokerage module, you can report on:

  • Outstanding upfront brokerage
  • Expected upfront and ongoing brokerage
  • Upfront and ongoing brokerage listing
  • Brokerage cheque listing.

 

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