Streamline revenue processing with confidence
Efficient, precise, and adaptable revenue processing solutions for financial services.
Benefits
Improved Reporting
Gain clear, accurate, and up-to-date revenue insights by ensuring every dollar is correctly allocated and every suspense item resolved. This empowers you to make informed decisions and maintain compliance with ease.
Expertise at Your Fingertips
Tap into a team of experienced revenue specialists who handle the complex, time-consuming tasks of revenue processing. We combine precision, industry knowledge, and best practices to deliver accurate results on time.
Flexible, Tailored Pricing
Only pay for the level of service you need. With our adaptable pricing model, you can scale support up or down to match your workload, avoiding unnecessary costs while maintaining efficiency.
Transact streamlines your revenue processing and administration within Xplan, ensuring accuracy, compliance, and efficiency at every stage. Our specialist team manages your revenue workflows from end to end — from clearing suspense items and reconciling payments to mapping revenue data to the correct clients and advisers. By leveraging our proven processes and deep expertise, you gain the benefits of a dedicated in-house team without the overheads, freeing your advisers to focus on delivering exceptional client service.
Whether you need ongoing management or targeted support during peak periods, Transact provides a scalable, reliable solution designed to keep your business running smoothly.
Available Services
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Ongoing Revenue Processing icon
Ongoing Revenue Processing
Import of statements, reconciliation, suspense clearing, adviser payments, and report distribution.
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Implementation & Site Setup icon
Implementation & Site Setup
Initial configuration of your revenue system, import of historical data, and setup of processes.
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Adviser Support / Queries icon
Adviser Support / Queries
Management of all adviser revenue-related queries and on-demand reporting.
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Data Clean-up Services icon
Data Clean-up Services
Remapping revenue types, merging duplicate policies and clients, product renaming/classification updates.
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Direct Debit Management icon
Direct Debit Management
Setup and reconciliation of DDRs with institutions or third-party gateways.
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Training icon
Training
In-house or online training on revenue processes and systems.
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Consulting icon
Consulting
Process optimisation, compliance advice, and revenue strategy development.
Ready to simplify revenue processing?
Talk to an ExpertFrequently Asked Questions
Answers to common questions about Transact.