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The Finance Shop Network
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Product details

Please choose one of the links below to find out more about just some of The Finance Shop's many features;
Clients & contracts CD
Finance spplications
Reporting
Mail merge
Email
SmartLodge
Security
Multiple companies
Tiered broker management
Volume brokerage
Technical details
 
 

Advanced features

Tiered broker management

  • Tiered broker management allows sub-brokers to manage their clients in TFS.
  • Reporting supports broker and sub-broker revenue splits.
  • Broker specific reporting allows individual broker companies to operate as a collective group.

Download The Finance Shop brochure.

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