Flexible and Stable Software Solutions

When your firm leases Gordon Lowe software you will always have a powerful product that is continuously updated as the industry changes or enhancements and new features become available.

Our software has been in use throughout the industry by large, medium and small firms since 1984. It has been continuously updated to reflect industry and technology changes. The technology currently utilized by this system incorporates ENTERPRISE INCENTIVE MANAGEMENT methodologies implemented via MICRO FOCUS NET EXPRESS with .NET, MICROSOFT VISUAL BASIC.NET and SQL. All of this simply means, in plain English, is that the system utilizes modern Incentive Sales Compensation principles to increase sales productivity combined with the latest technologies for Network, Internet and Intranet access, Web enablement and interoperability with other applications and databases.

Our software is flexible and scaleable so that it will meet all of your firm's requirements as your business grows and changes. The ability of this system to scale easily has enabled clients to migrate from a PC platform to a larger one such as an IBM AS400 and, in one case, from a large system platform to a PC when the firm downsized, eliminating their mainframe. In each instance, the client experienced no interruption during the transition.

Each new client installation provides an opportunity to improve the system by incorporating fresh ideas for enhancements or new features. After extensive field testing to insure system stability, these improvements are then made available to all current and future clients.

We offer a proven system with processing, calculations and reporting controlled by user-defined business rules that can be easily changed by your own non-technical clerical personnel as your business requirements change. There is even an interface to enable automatic transmission of system data and calculated results directly to most popular Payroll Service Providers such as ADP and Ceridian. Additionally, all system data and calculations are available for import into most popular General Ledger Systems such as Lawson, Great Plains and Solomon.

We provide timely, accurate and comprehensive Sales Compensation reporting with the flexibility to accommodate your firm's way of doing things.

Salesperson net calculations can be based upon any combination of the following factors:

• Commission Plateaus - MTD, YTD or AVG Production
• Assets Under Management
• Ticket Size
• Product Type (Agency, Principal, M/F & UIT, Annuity, Option, Equity, Fixed Income, etc.)
• Split and Negotiated Deals
• Rate Overrides for Specific Accounts and Securities
• Size of Discount
• Bonuses
• Draw, Guarantees and Base Salary
• Sharing with Sales Assistants (Registered and Unregistered)
  

Comprehensive reporting and analysis by:

• Account
• Salesperson
• Product
• Branch or Department
• General Ledger Profit Center

And, because our system is web-enabled, all reports are easy to distribute electronically to home office management and field sales personnel via your firm's network, e-mail, or Intranet.

Thinking of changing compensation policy or concerned about transitioning from a Commission basis to Assets Under Management?

Gordon Lowe provides for "what-if" simulations and analysis that fine tune new pay plans before actual implementation. By reviewing planned outcomes in advance, there are no unanticipated "surprises". Problems are resolved before they reach the field and affect your employees.