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The Dealer Management System (DMS) is designed to address the business operations of an AFS Licence Holder in Commission Management. DMS is designed to bridge the gap between the financial planning software available and the business management requirements concerning income processing and management reporting.
Commission:
The DMS commission system manages the income generation (including GST) of the Dealer and the typical sharing of income between Consultants and other persons. Information from a number of fund managers may be processed automatically.
Budgeting:
DMS gives the Dealer the ability to maintain a full information database about the business and provides the tools to progress, manage and view that information in an extremely flexible manner. It is designed to bridge the gap between the essential planning software available and the ever increasing business management requirements.
DMS has a fully functional Budgeting system. This may be directed at any level of budgeting that suits the Dealer and may be structured at the Branch, Consultant, Fund Manager or Investment Product level for each Consultant. DMS maintains a database of information used for management reporting and analysis of activity by Fund Manager, Investment Product, Category, Consultant, State or Region. The analysis of activity is available at the desktop. All analysis is available in both graphical and traditional reporting formats.
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