Dealer

Advisor

Compliance Automated

Protect your business from fines or loss of licence by ensuring all your advisors are meeting ASIC regulations. Automate Financial Disclosure Statements (FDS) and Opt-In reminders, and payments to Advisors keeping you compliant with ASIC.

Simplify Data Processing

Import your provider commission files with a click of a button. Create your own import templates using the wizard. Import provider files in record time with full tracking and visibility during the process. Reduce administration time so you can focus on other tasks.

Manage Advisor Data Efficiently

Manage and support your advisors with the ability to oversee all your advisor’s data easily at a glance from a single unified interface.

Integration to MYOB/Xero

No time wasted by duplicating data entry, Advsr integrates seamlessly with MYOB and Xero for the processing of commission payments and more.

Service Fee Automation

Free up your adviser’s time to build more business, by automating the processing of service fees and generating invoices for payment directly from the client. Our software ensures all revenue is directed to the dealer for distribution as part of the commission process.

Easy Reporting

A range of reports are generated quickly and easily, enabling you to manage your business with ease. All reports can be easily exported to Excel for further analysis.

Consolidate Your Systems

Use Advsr to rely less on other systems and consolidate your software environment into a unified business platform.

Accountability

Achieve greater accountability across your organisation, by managing your data, advisors and compliance objectives, in a single system. Key business and advisor information is always available for immediate access from any device.

Compliance Automated

The only software that automates Financial Disclosure Statements (FDS) and Opt-In management and compliance. Advsr will send FDS and Opt-In notices for you, which you can track until completion. Advsr protects you from ASIC fines and loss of license by suspending payments if you’re about to breach any FDS or Opt-In regulations, keeping you compliant at all times.

Consolidates & Automates Your Data

No more losing track of your revenue and commission, and spending large amounts of time on multiple spreadsheets and documents, Advsr consolidates all your client revenue and commission information into one platform for easy and comprehensive reporting.

Easy Referral Management

Advsr allows you to link client policies to referral sources or centres of influence. The platform will produce detailed reports to easily identify referral sources and income. It even enables your referrals to log-in and see their income generated from referrals.

Service Fee Automation

Never miss a client payment. Advsr automatically generates invoices for fees, and as soon as the payments is received it’s instantly allocated to your account.

Easy Reporting

A range of reports are generated quickly and easily. Enabling you to quantify and analyse your income spread, and risk vs investment, know your client income profiles, track which income has been received, estimate income to be received, track referrals, search any record in your commissions received, and much more. All reports can be easily exported to Excel for further analysis.

Integration to MYOB/Xero

No rekeying data to other systems, straight through processing into leading online accounting systems for referral payments, commission revenue and more.

Grouping Ability

The ability to group your clients and income across a range of different providers. For example; Mr Smith and his wife Mrs Smith.

Advisor Accountability

Achieve greater accountability across your organisation, by managing your data, advisors and compliance objectives, in a single system.