Quadron DataPro and the Q-Suite: Unififed enterprise-wide data management technologies designed to maximize the hybrid buisness model.

Accurate tracking and payment of complex compensation and revenue structures

EarningsQ™ is a dynamic compensation system that automates and streamlines the complex demands of today's financial services providers across brokerage, managed fee, hybrid and insurance business lines:

  • Unlimited, flexible and dynamic compensation schedules place the full control for managing all aspects of compensation processing in the administrator's hands
  • Dually-licensed personnel receive aggregated compensation reports, while each separate business entity or business line receives the data necessary to close their books
  • With our unique services we offer you the benefits of NSCC transaction reporting and NSCC automated commission collection without the need for your firm to become an NSCC (Fund/SERV or IPS) member

Features

  • Provides an efficient and user-controlled source for compensation management
  • Supports multiple business entities
  • Flexible and dynamic compensation structures
  • Automates direct mutual fund and annuity business
  • Effectively capture and pass-through business costs
  • Revenue sharing
  • Supports firm-defined and multiple pay periods
  • Secure Web access via an ASP model

Benefits

  • Quick response to changing business needs
  • Management oversight and cost control
  • Limit compensation errors
  • Import, process, and consolidate revenue reporting at the advisor level while segregating revenue and payroll values within the appropriate business entity: b/d, RIA, insurance
  • Automate payouts on direct business
  • Recruit and retain advisors
  • Provides full control with maximum flexibility to modify compensation arrangements to meet advisor needs, and that fit your business requirements
  • Benefit from NSCC commission processing and settlement for direct business without the expense of a full NSCC membership
  • Increase efficiencies by automatically processing and assessing clearing or execution fees and recurring costs
  • Efficiently allocate revenue across producers while mitigating regulatory risk with robust revenue sharing rules driven by product type and business entity, and provide incentive with compensation tied to firm goals
  • Competitive advantage to define pay cycles by business line or product type
  • Easily integrate and associate to multiple clearing and custodian platforms
  • Highly secure data centers protect data and provide online software updates

When to consider EarningsQ

Compensation and revenue sharing, tracking and payment is a time-consuming, manual process

You want the ability to mine your processed commission data

You need strong data integrity and reconciliation procedures

You would like to increase advisor productivity and retention