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.