Revenue & Brokerage Services

OUR ENGAGEMENT

Consultation

Our initial consultation provides an opportunity to discuss what you are seeking to achieve, as well as an overview of your business structure, operations and Advisers. This helps to determine if we are the right fit, and able to assist you in meeting your revenue system needs.

Scope

We scope out what top priorities, the work required, time frame and the gaps in information. At this stage we review what revenue reporting you would like to implemented in your practice.

Implement or retain revenue software

Brokerage Process & Reporting

Based on your goals we determine the optimal pathway forward and will assist with the implementation of a new revenue processing software or a review of your current system. We act as key person on your behalf with your revenue software provider to implement a new system or update the existing version.

OUR SERVICES

  • Process pay runs on a regular basis (choose from weekly, fortnightly or monthly)

  • Map new and existing adviser codes to the correct adviser.

  • Standard Reporting pack which includes RCTI statements

  • Manage Referral fees to other Professionals

  • Historical Upload of Data

  • Customise Reports Adhoc or Ongoing

  • PI Renewal Reporting Packs

  • Reporting to support auditors - FS70

  • Consulting Services

  • Book buys, mergers, advice revenue consolidation

Are you unsure what revenue processing software to use? Please contact us for a consultation.

 Revenue System Implementation Fee Structure

ARC offers service packages based on the number of transactions, complexity and tasks required.