Discover How PM Hub Wealth Can Revolutionise Your Revenue Management Business - for AFSL Holders
Embrace The Future of Wealth Management Today
Streamlined, Automated Revenue Management from Start to Finish
Overcoming Revenue Management Challenges for AFSL Holders with PM Hub Wealth
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Why Choose PM Hub Wealth
01. Industry-Specific Solutions
Navigate the complexities of wealth management with PM Hub Wealth. Our platform is engineered to address the unique challenges faced by the sector, setting you apart from the competition and positioning you as a market leader.
02. User-Centric Design
Say goodbye to complicated interfaces. PM Hub Wealth boasts an intuitive design that guarantees ease of use for all users, promoting widespread adoption and operational efficiency across your organisation
03. Unmatched Market Presence
Elevate above the standard with PM Hub Wealth's exclusive features. Unlike anything available in the market, our comprehensive suite ensures that your business doesn't just compete but leads with distinction.
04. Simplified File Import Process
PM Hub streamlines the import process for fund manager and insurer data files. It effortlessly manages commission clawbacks (negative values) within fund manager payment files, generating accurate credit notes and refunds. These transactions are seamlessly reflected in Xero or MYOB business ledgers.
PM Hub Wealth also provides flexible payment allocation, assigning payments to manually created or new invoices, reducing staff time and ensuring accurate revenue reporting for each period.
Client Stories
Carolyn Bindon
Director Wealthmed Australia Pty Ltd
This solution has revolutionised our approach to managing our financial planning business. If you oversee a small to medium-sized firm with multiple advisers, I urge you to contact the Kandysoft team and arrange a demonstration. They grasped our business challenges with remarkable clarity and tailored the 'PM Hub Wealth' solution to meet our specific needs. The results have far exceeded our expectations!
We were looking for a way to record and bill for our work for and on behalf of clients in the financial planning space. Our work with the team at Kandysoft helped us to integrate with our licensee account software – Xero and;
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Have transparency across our client entities for billing
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Know which Investment Managers and Insurers owed us either fees authorised by clients or commissions from new insurance work.
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Report per Adviser on work billed for the week, month or custom period, work lodged for payment with Investment Managers or Insurers
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Report on money outstanding from all sources for the reporting period
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Import brokerage files and match to invoices for clients or fund managers that we have invoiced
Most of all we have control over our business revenue no matter how the client chooses to pay us and our advisers automatically get their reporting to keep revenue for work done on track. This means Management are telling advisers what is going on rather than them reporting to us on spreadsheets and trackers where data is out of date and not integrated with Xero files for the Licensee.
Transformative Benefits for Your Business
Accurate Revenue Tracking
PM Hub Wealth’s unique capability to import different payment templates coming from different Fund Managers and Insurers, ensures accurate financial tracking for wealth management companies
Streamlined Client Management
Effortlessly manage client records, link policies, and contracts, fostering revenue generation, efficient money allocation, and seamless integration with financial systems like Xero or MYOB Business
Cost and Time Efficiency
Reap the benefits of automation. From generating periodic invoices to updating financial ledgers, our solution simplifies processes, significantly cutting down time and costs.
Flexible and Scalable
Grow without constraints. PM Hub Wealth's scalable functionality meets your evolving business needs, ensuring you're always ahead of the curve.
Debt Management Made Easy
Benefit from an award-winning debtor management system Automate invoice collection and reminders, enhancing your financial operations.
Insightful Reporting
Gain a competitive edge with access to comprehensive financial and operational reports, aiding strategic decision-making and business growth.
Integration with Cerebiz Provides Even Greater Efficiency and Expanded Functionality for PM Hub Wealth Users
Cerebiz offers a versatile suite of Functional Modules that streamline operations, reduce training time, and lower onboarding costs by combining various MYOB Business and Xero Systems into a powerful platform.
Cash Collection & Debtor Management
Optimise financial operations with efficient cash and debtor management, reducing credit risk and increasing liquidity. Automate reminders to ensure timely payments and improve cash flow.
Company Budgeting & Reporting
Enhance financial control with budgeting and real-time reporting.
Company Consolidations & Reporting
Streamline financial consolidations for better accuracy and strategic decisions.
Create and Send Email/SMS e-Campaigns, e-Proposals, e-Engagement Letters, e-Newsletters
Easily create and distribute professional digital communications to engage and inform stakeholders.
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Holistic Management of Clients, Funds, and Staff
Effortless Data Import and Management
Effortless Data Import and Management
Automated Invoicing and Payments
Additional Features to Explore
Target Audience
End to End Revenue Management Solution
AFS/Wealth Management Firms
Progressive Accounting Firms (all sizes)
Practices Seeking Efficiency & Profitability
Client-Centric Businesses
Transform Your Practice Today
Choose PM Hub Wealth – Empowering wealth management with innovative technology and unmatched efficiency.