Software made easy
Financial services group Infocus Money Management has announced savings of an estimated $135,000 a year due to the use of AMEE Easy Software.
Infocus Money Management founder and managing director Darren Steinhardt said only one employee is needed to use AMEE’s Easy Dealer software to manage commissions from 121 financial advisers and over 31,000 clients.
According to Steinhardt, the firm has achieved “tremendous results” after having begun using Easy Dealer in 2005, as it can concentrate on re-occurring revenues for each adviser without having to manually sort data or estimate trail revenues.
Australian Financial Services principal Ken Read said using Easy Brokerage has allowed the company to determine with better accuracy the true revenue of advisers and the business as a whole.
“The reporting facilities are vast, including breakdowns within income, distribution and performance,” he said.
“Easy Brokerage gives you the ability to see at a glance how your brokerage from various products and clients are tracking, which is fundamental with 800 clients on our database.”
AMEE Easy Software Solutions provides for over 350 financial planners, dealer groups and mortgage brokers. Its features include automatic brokerage allocation, automatic income distribution and gaining business insights through reporting and graphical capabilities.
AUTHOR
George Liondis
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