Accounting & Information Management

 

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there are certain reports that can help any brokerage that are not available within the power broker software..

-who are your a, b, c, & d clients? let us filter your power broker data and generate the report that will tell you your top 5%, next top 15%, and your bottom 5%.

-which producer is the best? who is the worst? find out who generates your top 5%, and whos generating your bottom 5%.

-figure out your 80/20 split. does 20% of your clients generate 80% of your income? how many clients are actually contributing to your top percentage?

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4818 Dovehouse Dr. Mississauga, ON. L5M 7K7