AIDA INCOME PROCESSING

Adviser Outsourcing and Contengo are excited to introduce a groundbreaking software solution designed to revolutionize income processing for businesses. This state-of-the-art tool promises unmatched speed, efficiency, and seamless industry integration, setting a new standard in financial operations management.

Income /Commission statements can be taken from a range of sources including direct from providers and imported directly into the key back office CRM systems. In addition to income statement processing, the software is also launching with the ability to directly convert and import Bank statements into Curo to significantly speed up this process. 

Accelerated Processing:

• Dramatically reduces processing times.
• Streamlines operations and improves cash flow.
• Integrates with leading platforms for the fastest commission statement processing on the market.

Expert-Driven Design:

• Incorporates best practices and proven strategies from extensive industry expertise.
• Simplifies income processing complexities.
• Automates routine tasks, allowing users to allocate resources more effectively.

Intuitive User Interface:

• Designed for accessibility.
• User-friendly interface suitable for businesses of all sizes and technical capabilities.

Enhanced Security:

• Built with cutting-edge security features.

Our software offers seamless, direct integrations with industry leaders such as:

• Curo (Time4Advice)
• Intelliflo (Intelliflo Office)
• Plannr
• Morningstar (Wealthcraft)

Say goodbye to time-consuming uploads and downloads. Our software ensures businesses can process statements faster than ever before, with over 60 firms already benefiting from our Beta version. If you use Iress Xplan/Commpay we can also obtain and convert statements ready for import.

This launch is just the beginning. Over the next six months, Adviser Outsourcing and Contengo plan to roll out additional features and deeper integrations, further solidifying the software’s position as a market leader.

“We are thrilled to introduce this innovative solution to the market,” said Charles Southey, CTO of Contengo. “Our software not only accelerates income processing but also integrates decades of industry expertise to empower businesses with a robust, user-friendly tool. To encourage widespread adoption, we’ve even developed a unique charging model to make it cost-effective for all businesses.”

For more information, to schedule a demo, or to explore how this software can transform your financial operations click here.