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A company incorporated for the sole purpose of providing revenue management and administration services to Australian Financial Services Licence Holders (AFSL).

Comes with an impressive heritage with its principals already having already spent 10 years developing the Dealer Management System (DMS), the pre-eminent supplier of revenue management technology, and having over 40 combined years in the management of Licencees and the Information Technology base to support from boutique to large scale businesses.

Has a business model of providing economies of scale to the necessary but time consuming management of revenue and the subsequent distribution of payments to representatives and business partners and referrals and importantly the management and business information essential in operating a successful financial planning business as either a licences or a financial planning practice. It further removes the single point sensitivity of key staff within the business and allows other staff to be redeployed onto more productive and profitable activities.