Wealth Management Partners & introducers
Introducers paid on the fees their investors generate
How an asset manager calculated introducer shares from the fees investors actually pay, and gave every introducer a view of their own book.
The starting point
A client has independent advisers and introducers bringing in investors for a share of management fees. Shares were calculated by hand every quarter, and introducers had no view of their own book.
What they needed
- Calculate shares from the fees investors actually pay
- Support a different deal per introducer
- Give introducers a view of their investors
- Close the quarter without spreadsheets
What FYNXT delivered
FYNXT configured fee-sharing plans in Incentive Management on top of PAMM / Copy Trading. Each introducer's share is calculated from the fees their investors actually pay, and introducers see their investors and earnings in a portal.
What changed
- Shares come from real fees
- Introducers see their own book
- Quarter end is no longer a spreadsheet exercise
- Portfolio & investment
Pooled strategies without month-end spreadsheets
PAMM / Copy Trading · Client experienceRead the use case - Onboarding & compliance
Suitability built into the investor journey
Digital Onboarding · Financial CRMRead the use case - Client service
Investor requests and reporting handled from one adviser workspace
Financial CRM · Client experience · Data & intelligenceRead the use case
Next step
See how FYNXT would run this for your firm.
Book a demo and we will walk through this use case on your own set-up, with the systems you already run.