Managing Your Commission Management / Sharing Agreements (CSAs)
Commision Management
For broker-dealer clients of OMEX, our compliance-department-sensitive commission management portal (CMP) enables you to easily service respective client commission sharing needs including allocation of commissions paid for select transactions to 1 or more 3rd parties. In addition to robust reporting, OMEX CMP automates invoicing and payment requests for CSA credits and payments to 3rd parties and streamlines your back-office tasks; freeing up resources to move on to the next task with confidence.
For buy-side clients, the OMEX CMP provides granular transparency via a simple-to-navigate web interface that incorporates all of elements that you need for administering and documenting primary broker execution fees, ‘soft-dollar research’ payments and trade-away commissions to 3rd party brokers.
And more...
- On-Demand Online Statements
- Automate/Expedite full-cycle billing activities
- Invoice Review Approval System
- Organizes CSA tracking based on client approval and available credits; no more spreadsheets!
- Compliance Requirements
- Client Trade and Balance Management
- CSA Payments
- Trade Adjustments & Reconciliations
- Routing and Approval Work Flow
- White-Labeling