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Easy setup
Simply add clients, advisers, fund managers, referral partners and go.
Super-fast file importing
Save hundreds of hours of data input with Parametric Importer Technology.
Easy to use interface
Designed with your users in mind, the interface is simple and intuitive with powerful functionality.
Customisable Report Builder
Build your own reports or we can help you build customised reports.
Flexible payment structures
Handles the most complex payment arrangements and structures.
Automated commission statements
Automatically generates statements in PDF & machine readable formats.
Accurate, time-saving solutions
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RMS is designed to give you more time to run and expand your business. Here’s just some of our time-saving tools:
- ABA file generation
- “Map one, map all” functionality
- Bank reconciliations
Technology that keeps your advisers satisfied
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RMS puts the information that advisers want to know about their business right in the RCTI. Plus RMS can directly email the RCTIs to individual advisers during the distribution process, saving time and money.
Support when you need it
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We specialise in the development of software for the financial advice sector and have spent over 15 years building applications that effectively and accurately connect advisers, clients, and AFSLs. Let us show you how to make RMS a hard-working, time-saving tool for you.
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