Model your business
Recognising the complexity of your business, we have designed the CoMetrix system to maintain an intelligent model containing an unlimited organisational hierarchy that matches your business. Your model contains all your information about your entities - licensee(s), practices, advisers and clients and much more - in one integrated database. You can manage documents, activities, inbound and outbound emails, and workflows, for all your entities.

Dynamic attributes allow you to extend the database with an unlimited number of new data items without any need to change the underlying database structure.

Improve your processes
CoMetrix provides user-definable workflows and surveys, as well as document management and generation. Workflow processes can be attached to practices, advisers and clients - boosting the productivity of your compliance and vetting reviews, improving your adviser monitoring & supervision processes, as well as adviser recruitment, onboarding and offboarding.

Process & report on your revenues
Improve your revenue and remuneration processing & reporting performance, and integrate this information with your adviser monitoring & supervision, compliance, FDS and Opt-In data management and reporting, document management, competency management, adviser recruitment, APL and financial reporting.

Our management reporting employs a variety of financial (and non-financial) metrics - including client/adviser income, inforce premium and FUM/flows, trend reports, income performance, new product sales reports, etc. These provide advisers, compliance, research and licensee management with the latest information that they need. Licensee management can monitor the business performance of individual advisers and practices. Reports can be consolidated up to regions and states, and beyond – to the overall licensee level. New product sales reports allow research staff to monitor sales of new products, or even sales of products that are not listed in the APL.