Commission Management

  • Integrated commission management reporting for managing unbundled commissions and Commission Sharing Arrangements (CSA).
  • Covers both commission generation, research advisory attribution and third-party independent research providers.
  • Detailed reporting of execution and research generation by broker, fund, product, country, etc.
  • Capture of detailed commission rates and execution / advisory splits by broker, product, country, etc.
  • Capture of advisory attribution and CSA pots.
  • Detailed, analyst level advisory ratings / attributions.
  • Integrated reporting of commission and advisory reporting for presentation to brokers.