Financials & reporting

Financials

Completing your RMAR reporting and commission processing can often become a laborious task and one that requires a good amount of time and attention. This is why we offer support by completing these business tasks, to ensure our advisers really do have access to an all-encompassing back office solution.

We can complete your financial reporting, ensure commissions are being received and checking those that have gone missing. Matching entries to the correct plan and adviser is something that no adviser wants to really do, particularly when their time can be better spent seeing clients.

Support areas covered:

  • Gabriel RMAR reporting
  • Commission processing
  • Income reconciliation
  • From £62.70 per hour