We can make your income reconciliation process
quicker, more accurate and cost-effective
Most advisers would prefer to spend their time on client facing tasks; income reconciliation can be extremely time consuming. IFA Dataflow offers a full income reconciliation service utilising leading technologies and our extensive knowledge and experience in the financial data industry.
We can add receipts, match income received and run month end reports. Using our bespoke software, we process large quantities of files quickly and with high levels of accuracy (including pdf statements with hundreds of transactions).
Data security is essential to our clients – using our secure portal allows you to upload commission statements with confidence.
Good data is the backbone of all successful businesses and accurate data is essential to the financial services industry. Regulatory reporting requirements are increasing and the FCA requires firms to take reasonable steps to ensure they maintain accurate and adequate data.
Our goal is to provide you with a service that is efficient, accurate and reliable. We have 20 years of industry experience and with our support, our Wealth Management clients reconcile £100 million in fee income yearly.
What are the main benefits to outsourcing
income reconciliation to IFA Dataflow?
Consistency
Automated processes ensure consistency in the data.
Reduced risk
Ensure that there is no disruption to income reconciliation caused by staff sickness or leave.
Efficiency
Our experience and technology enable us to streamline processes which ere previously done manually.
Time Saving
We can save your team hours a month enabling your staff to focus on what they do best.
Security
We have a secure portal for landing files.
Why Us?
Other income reconciliation companies come from the world of adviser back-office systems.
Our background is in using state of the art data capture and processing software to capture data for those systems, most of the industry subcontracts data capture from fee statements to us.
To provide a comprehensive and professional service, we have now added 30 years of experience in adviser income reconciliation.
We have the technology and experience to manage your income efficiently, accurately and cost effectively.
