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Commission Management Portal

Powerful, proprietary technologies designed to streamline workflow.

At ConvergEx, we specialize in developing innovative, flexible solutions to enhance the efficiency of your commission management and reporting activities and help you get maximum value from your commission dollars.

InterComm®, provides our customers with a comprehensive suite of workflow integration and processing tools for Commission Sharing Arrangements (CSAs), Client Commission Arrangements (CCAs) and third-party research payments. Combining our leading-edge technologies and commission management expertise in a flexible, neutral web-based environment, InterComm® delivers:

Complete Workflow Automation:
  • Up-to-date account information
  • Online invoice approval
  • Direct access to monthly statements
  • Online trade inquiries
  • Real-time commission and payment balances
  • Research management tools

Increased Control and Transparency:
  • Automated communications
  • Multi-level user access
  • Daily and yearly breakdown of account activity
  • Statement archives and client reports
  • Up-to-date regulatory library
  • Bulletin board