Software individually tailored to view, manage, track, and reconcile your revenue accurately and quickly — no more spreadsheets.

At EAI, we understand that commission miscalculations can cause misunderstandings, erode confidence, and deflate the morale of your advisors, especially top producers. We also know first-hand how much of a headache it can be managing spreadsheets for commissions, bonuses, payouts, taxes and other details.

Using EAI’s Commissions Management software, everyone — you, your reps and regulators — can have fast and secure access to accurate commission information, no matter how complex your process may be.

Whether you set commissions by a fixed percentage, calculate tiered rates by value, manage deferred or fee-based payouts, or trigger bonuses based on multiple sets of products and vendors, EAI’s Compensation Management technology will reconcile and report results quickly and accurately. 

Have more than one hierarchy in your organization? We can configure that, too. If it works for your bottom line, it’ll work in our software.

Enjoy the ease of detailed and comprehensive commissions statements and reports, precalculated commissions and fees, automatic payouts, and updated earnings files for tax time.

Our products work with any data source, including proprietary. We also partner with a broad variety of clearing houses and investment providers, including National Financial Services, Pershing, DTCC, LPL,DAZL, FINRA WebCRD and many more.

➔  View List of Clearing Firms