CoMetrix

CoMetrix provides adviser and licensee compliance capabilities for AFS licensees, helping them to fulfil their monitoring & supervision and record keeping obligations. CoMetrix includes powerful revenue management and financial reporting tools to process and report on financial and non-financial metrics. FDS and Opt-In data management and FDS generation tools help advisers to track and deliver on their FDS obligations. Using CoMetrix reporting, licensee management can monitor the compliance and business performance of individual advisers and practices, consolidated up the organisational hierarchy.