REVENUE MANAGEMENT - PAYLOGIC
Manage revenue and save costs
Use our revenue management feature to efficiently pay, track and monitor payments for your adviser network.
- Consolidate your revenue statements to streamline payroll processes
- Manage split fees and percentages for inbound revenues
- Centralise compliance documents to help meet FoFA requirements
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Decision-making made easier
Tailor Morningstar's intuitive dashboards to the way you work. Power strategic business decisions with a bird’s eye view of your adviser network and performance.
- Track your most important KPIs
- Get real-time insights into revenue, compliance and business analytics
- Make strategic business decisions built on a comprehensive view of your business
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Support compliance and consistency
Align your firm to the same standards with our remote monitoring features and templates.
- Easily perform remote file audits to ensure compliance with your templates
- Get anytime access to adviser accounts, accessible with a single login
- Centralise and share document and workflow templates, approved product lists, files, and model portfolios
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