Information system for intermediary companies
Contract, client, intermediary and commission management applications for all types of financial product distributors
Extension for insurance brokers
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MAXX automates and digitises trade management, intermediary and remuneration processes. It is suitable for any distribution model.
The application contains a product catalogue of financial products (regulated and unregulated), enables, among other things, the processing of various commission schemes, automates data exchange processes, monitors the fulfilment of legal obligations of financial product intermediaries and generates automated business reports.