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SerVICES

Business process outsourcing of commission settlements

Commission Settlements BPO

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ProviBPO - Business process outsourcing of commission settlement

As a billing service provider, cleversoft handles the complete commission settlement and all related activities such as sub-advisor billings for investment companies, asset managers and distributors as part of business process outsourcing.

By outsourcing aspects that are not part of the core business, our customers can on the one hand increase their process quality and on the other hand realize cost savings without their direct involvement.

Together with the customer the requirements for the billings generated in outsourcing are defined.These include details like the billing logic and intervals, tolerance limits for holding statements, accrual policy and required documents. With cleversoft’s Financial Services Toolbox we integrate the best practice approaches of our past projects on the basis of our knowledge base.

Some of the activities included in our service:

  • Master data maintenance (funds, sales partners, contracts)
  • Collection and plausibility checks of holding statements
  • Commission settlements
  • Settlement of mandates and sub-advisers
  • Accruals and provisions for financial statements and reporting for supervisory authorities
  • Management of distribution agreements
  • Management reporting including break-even analysis

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Our process

We work with financial services companies around the world. Here's our process.

Our team has years of industry experience to help support you throughout the regulatory compliance software acquisition process — from A to Z.

01
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Discover and Learn

Our services range from self-serve free trial up to solutions that require white glove service. In both cases, we begin by learning about you.

02
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Setup

We ensure you have everything you need to get off to a great start with your compliance software and services.

03
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Develop

Whether you've chosen SaaS self-serve, on premise, or cloud-based implementation, rest assured knowing you can start using our solutions ASAP.

04
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Customer Success

Once you're up-and-running, our customer success team is here to support you every step of the way.

05
Scale up

We work with companies of all sizes, with varying numbers of end-users. When you're ready to scale up your solution, look no further than cleversoft.

06
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Availability

Not only does our technology have a 99.98% availability rate, but our tech team and customer success are here for you when you need us most.

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