FACT - What is it?

FACT is a simple, fast, easy to use software program for your desktop.

Click here to see FACT in action Video 1
Click here to see FACT in action Video 2

Use FACT if you want to -

Track Money

• Track practice income (initial commissions, regular commissions, fund based commissions, renewals, trail, fees, retainer fees, etc).

Pay Introducers

• Instantly calculate & prepare statements for pay-aways to introducers.

Pay IFA's

• Instantly calculate & prepare statements for any monies to be split with advisors.
• Calculate bonuses based on production.

Monitor your network

• Make sure that you receive all new & future commissions on the business you write.
• Maintain some commission autonomy.

Manage your business more efficiently

• Produce clear & simple management reports – KPI’s, business valuation, pipeline, claw-back, late receipts, etc.
• Set policy reminders for new business.

The benefits -

• More time.
• More money.
• Increased productivity.
• Reduced operational costs.
• Complete control - global view of your practice income and the future value of all your business.