Step 1: Upload Commission statements
Upload the commission statement, reflecting the commission earned by your adviser, to Commspace.
💡Tip: ensure this has been paid to your company, to ensure healthy cash flow (imagine releasing adviser commission if you have received any payments!)
Have a look at the activating data feeds to automate this going forward.
Your commission statement will now have a lot of unlinked items. Don't stress! This is should happen as these products are brand now to Commspace.
Step 2: Set up your partner and agreement(s)
Set up your partner and create the relevant agreement(s) for your new adviser.
Step 3:
Create an unlinked report and fill the required cells with your new partner information.
Send the unlinked report to [email protected], indicating from when you would like this to be valid (when did you partner start).
Step 4:
Your items are now ready to be allocated and you can create reports for segmenting and tracking your adviser's commission. 😊
As always, feel free to contact to contact [email protected] if you have any queries.