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Wholesaler Compensation

Wholesaler Compensation Tracking and Reporting

Automate the calculation, tracking and reporting of multi-channel sales information with Access Data Wholesaler Compensation streamlining wholesaler compensation reporting.

With Wholesaler Compensation, mutual fund firms can: 

  • Calculate and track wholesaler compensation by individual sales person
  • Base wholesaler compensation on gross and net sales, asset growth, and average assets
  • Override the calculated wholesaler compensation results
  • Report wholesaler compensation on a daily, weekly or monthly basis
  • Audit all changes and results
  • Create "what if" analysis