Granite
Granite has been developed to meet the needs of firms that offer investment products, regulated or unregulated, to clients through a sales network.As with all GMP products, each user has their own unique access code to enter the system, store their own client records, make investment applications and track the progress of the pipleine.The pipleline is managed by the system owner and allows them to inform the selling agent of the progress of the application. Once the sales process is complete, the commission module automatically calculates any sales fees or commissions due and allows the system owner to record payment against each and every sale.FSA regulations restrict the promotion of certain investment products to the general public.The Granite system ensures only your registered agents can access your portfolio eliminating this concern.