We Provide Cost Effective Industry Standard Software to Improve Firm Profitability and Management Control

Gordon Lowe software offers comprehensive Sales Compensation and Correspondent Billing solutions for small, medium and large Retail or Institutional firms that are self clearing, clear through others or clear for others.

And, it is available on a NO RISK monthly lease plan.

Our basic monthly lease plan is simple. We call it "No Risk" because there are no up front "installation charges". Payments for our software are made only after it is running at your firm and you see the benefits, then monthly as you use it. We provide complete on-site training for our easy-to-learn, intuitive system with excellent user documentation. We have a 24/7 help desk with step-by-step personal and Internet support. Should the need arise; we can even have one of our professional staff at your site within 24 hours.

Our company and our software have earned an outstanding reputation: just ask our clients.

Eliminate poorly documented, labor intensive Spreadsheets!

Many firms are still using outdated, labor intensive and error prone methods for processing, calculating and reporting Sales Compensation. In many instances, poorly documented spreadsheets, designed years ago and now arcane, are the primary tools used in performing this critical business function. Making changes to any calculation can be a formidable and treacherous task. These firms routinely struggle with the difficulties of training replacement personnel and utilizing temporary help during peak periods. Tight deadlines mean that vacations or a critical employee absent at the wrong time can be a major headache. Our software completely eliminates all of the problems associated with manual and spreadsheet Sales Compensation processing by automating and simplifying the entire task. To facilitate maintenance, problem resolution and training, all processing rules and calculations are organized logically and available instantly via screen or printed listings. Because our software is user-friendly and intuitive, with a minimal training effort, any employee is now able to quickly master this important function.

Improve management reporting!

We offer extensive profitability analysis and performance reporting. The system provides many informative reports enabling management to measure performance at every level, including product and salesperson. Net pay calculations are based upon your firm’s compensation plan while providing flexibility for individual “deals”. This system, available in PC and mainframe versions, is continuously updated to reflect industry changes as they occur. It is able to streamline your distribution of information by exporting any reports directly into your e-mail or network. And, it even provides summary information at any level as well as trade detail for import into any spreadsheet or database enabling speedy ad hoc and customized reporting.

Powerful Tools enable management to analyze performance!

To aid in analysis, management is provided with a powerful Simulation Facility. This tool has proven itself invaluable when fine tuning existing or creating entirely new compensation plans. Anticipated results are assured by pre-determining the precise effect of any compensation changes before they are implemented. Simulations incorporate your firm's historical data with all calculations based upon your firm’s criteria - rate grids, products, production levels/assets under management (MTD, QTD, YTD, or Rolling Average), minimum ticket and discount rules, etc. In addition to the training provided, we bring to your firm our extensive expertise utilizing this tool to determine the profitability of each trade by factoring in the direct cost of sales such as salesperson net, execution and clearing fees.

How our software can even pay for itself!

In most firms, our software has paid for itself many times over. In addition to enjoying the benefits of simplified and reduced labor requirements, they utilize one or more of the many available profit-enhancing features. These features include automatic scanning of all trades for firm's policy and compliance violations. Trade scanning enables detection of such violations as Excessive Discounting, Commission Below Minimum, NASD Principal Trade Regulations and Product Not Appropriate for Account. Some firms have even recovered all or part of the costs associated with some policy violations. A typical example would be charging back a portion of an excessive discount to the salesperson. This illustrates just one of the many ways in which Gordon Lowe software can substantially reduce costs and improve enforcement of your firm's policies. There are so many areas of opportunity in almost every firm that it is not very difficult to see how these monthly savings easily offset the modest cost of our software.