Broker managementBroker Management makes the life of financial companies easier. The aim of the uPs system is to do exactly that. Because of its vast functionality and flexibility, the uPs system manages the administration of brokers and members, optimising and streamlining activities.The number of queries which broker consultants and brokers have to deal with on a daily basis is reduced, freeing up time for focusing on core business. The broker's Enquiries time is now no longer confined to office hours. The end result of this is enhanced company productivity as the relationship between broker consultants, brokers and the company is a dynamic one. The broker and the company are drawn into a closer and more effective relationship. Brokers are the life blood of the company and uPs understands this. Our primary goal is the optimisation of this vital relationship within the framework of current legislation. uPs maintains and ensures its relevance by operating at all times within the framework of current legislation as well as keeping pace with dynamic fluctuations within the financial services industry. uPs generates reports which are a major component of the system. These reports enable broker consultants and brokers to optimise their time and activities on a monthly, weekly or daily basis. They may be pulled on request or automated depending on the company's requirements. The company can keep in touch with their brokers by setting up Rules for them, thereby maintaining contact with them 24x7.
All correspondence, contracts, reports etc. are backed up. All documentation is scanned, stored and retained in an electronic format for easy referencing wherever and whenever necessary. No more searching for paper files, mess or desperate telephone calls.
Some other useful features enabling functionality and management are: - Broker contract applications may be managed
- Full records of accreditation/compliance details (FAIS) are available
- The base amount is used as the starting point for payments
- Multiple e-mail addresses, banking details and contact persons are all available
- Because uPs is web or internet based, reports may be pulled 24x7 on an 'as needs' basis
- uPs is a fully customisable application catering for the clients' specific needs and requirements.
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