Commspace

Amanda de Bruyn

This feature allows your advisers to log into Commspace and access their own information through comprehensive analytics and reporting.

Commspace enhancers: premium features. What does it cost?

Bank recon, client segmentation, compliance and automated report delivery

Commspace automatically identifies your bank transactions and populates the provider name.

Commspace automatically matches your bank transactions with your commission statements.

Automatically segment your clients based on revenue, with customisable rules and manual overrides.

Where and how do I set my strategies in terms of limits?

Where on Commspace can I see my segmentation in action?

I want to specify other segments for specific clients that don't necessarily fall into the automatically calculated segments.

Client Segmentation has been set up and I can see my client segments in my Clients tab, but can I see this is reports?

When enabled, this feature allows you to email a report directly from Commspace to the partners.

Find answers and get help from Intercom Support and Community Experts

Track the progress of all tickets related to your company.

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