Commission Desk
Commission Desk
Coming in Q4 2026. The commission and finance operation for UK financial advice and wealth firms.
What it covers
What it covers
- Capture provider terms and commission rate cards, and keep them current
- Put adviser and introducer agreements in place before anyone is paid
- Check every provider statement line by line, to find missing or wrong payments
- Pay advisers on their own terms, with clear statements
- Track clawbacks against the original case, for as long as they can arise
- Close each month with evidence ready for your network, regulator and accountant
- Steer the business with management information and forecasts
How you can take it
- As software, run by your own team
- As a managed service, run by us
- Or both, with us running it first and handing over as your team grows
Talk to us if you want an early look.
Runs onomadeas.CommissionDesk and omadeas.BeanCounter
Talk to us about Commission Desk.
Book a meeting 20 minutes is usually enough to know if we can help.
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