Profit sharing for RMs

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sharing

for RMs

Profit

Struggling with profit allocation and managing structured products? We've got you covered!

Profit sharing and allocation

Specifically designed to simplify and streamline profit center allocations for External Asset Managers that trade structured products with retrocessions.

Swiss made

Managing stuctured products in a multi-RM set up is never easy

Tedious reconciliations across multiple Excels

Most EAMs still rely on spreadsheets to track trades, fees, and client allocations — leading to errors, duplication, and wasted hours every month.
One trade might require 3 different files and multiple emails to reconcile.

Disjointed data across RMs, traders, operations and accounting

There’s no single source of truth. Trade data is scattered in pieces between different roles — in different formats, files, and inboxes. This results in errors and all-nighters at the end of each quarter.

Every audit brings the same challenges

Profit-sharing agreements often differ for every RM and every client. Some trades also require allocations to Inroducers or Portfolio Managers. Result: more Excels, more inconsistencies, and no easy way for RM to know what bonus to expect this quarter.

Complex RM arranegements require complex calculations

When auditors ask for domecile breakdowns or performance attribution, teams scramble to reconstruct numbers manually. Key classification data is often missing at the time of trade booking, and needs to be added months later.

We address common profit allocation challenges

We understand that traditional retrocessions allocations can involve numerous manual processes—trading data manually input into Excel, difficulty reconciling broker invoices, and extensive efforts preparing audit reports.

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Fully automated trade reconciliation and profit allocation

Automated retrocession invoice parsing and direct data feeds from partner brokers

Flexible allocation rules for RMs, Portfolio Managers and Inroducers

Interactive dashboards with detailed RM performance insights

Instant audit reports with detailed breakdowns in the format that regulator expects

What Finup does differently

All your trade data and term sheets are just one click away. Finup connects directly to broker feeds and automatically parces invoices you forward via email.

All trade data in one place, enriched with automated integrations

You define allocation logic and client-introducer-RM relationships just once. Finup applies these rules in the background to every trade, to give you just the results you need.

Allocation rules, set once and for all

Each RM sees their own trades, allocations, and commissions in one secure portal — no need to wait for quaterly reports or keep track of your trades in a separate Excel.

RM performance dashboards, always up to date

Need a quaterly or per-domecile breakdown of trades? Finup tracks these dimensions from day one, so you can export audit-ready files at any time — always updated with the latest data.

Auditor-ready reports, instantly exportable