MONO Investment Co., Ltd.
CRM “MONO Investment” for Asset Management Consultants, Launches Fee/Compensation Calculation Notification Function
Through this function, we will improve the efficiency of users’ accounting operations.
MONO Investment Co., Ltd. (hereinafter “our company”, head office: Shinagawa-ku, Tokyo, representatives: Ryo Nakanishi, Shin Sasaki) is a CRM “MONO Investment” (hereinafter “this service”) for asset management consulting companies provided by our company. We would like to inform you that we have started providing the fee/remuneration calculation notification function (hereinafter referred to as “this function”), which was provided only to some companies, to all users. By utilizing this function and importing data related to fees and remuneration into this service, it is possible to streamline the calculation and notification of monthly fees and remuneration, as well as the issuance of statements and invoices.
■ Convenience realized by this function
1. Efficient creation of fee summary tables, remuneration notices, invoices, etc.
By importing data related to commissions and remuneration, it is possible to automatically create forms such as commission summary tables, remuneration notices, and invoices issued to advisors, making the creation work more efficient. In addition, the format of the forms can be customized according to the customer’s request.
2. Efficient delivery of fee summary tables, remuneration notices, invoices, etc.
Advisors will be able to view information on their own fees, remuneration, billing amounts, etc. from this service, as well as download forms at any time. Therefore, the process of sending forms to advisors can be reduced, and the sending work can be made more efficient.
3. Efficient management of commissions and compensation for each salesperson If you have administrative privileges, you can see a list of commissions and compensation totals by advisor. In addition, by clicking on the name of each advisor, detailed information for each advisor can be obtained, enabling efficient management of commissions and compensation for each sales representative.
4. Efficient company-wide fee management
Those with management authority can view the total company-wide commissions and their breakdown (equity commissions, bond commissions, etc.), so they can easily check the management of their company’s profit structure and Streamline fee management.
■ Contact information
If you are an advisor who is interested in “MONO Investment” or this function, please contact us using the inquiry form below. One of our representatives will contact you and explain the outline of the service, fees, etc.
Contact form: https://monoinv.com/contact
■ About MONO Investment Co., Ltd. (https://corp.monoinv.com/) Company name: MONO Investment Co., Ltd.
Location: Shinagawa South Tower, 4-4-17 Minamishinagawa, Shinagawa-ku, Tokyo Established: January 29, 2020
Representatives: Ryo Nakanishi, Shin Sasaki
Business: Development and operation of web services
■ List of services operated by our company
MONO Investment: https://monoinv.com/
Investment Concierge: https://www.invest-concierge.com/
Details about this release: