Daily Management

Manage clients, cases and remuneration statements, match income to cases, view earnings per period, along with extensive functions for day-to-day operations.

Remunerations

Create deductions and adjustments, complement extensive statement matching, pay advisers with flexible remuneration splitting and auditing.

Reviews, KPI and CPD

Generate and manage reviews for clients or cases written, create KPI statistics for compliance with drill-down, record ongoing CPD achievements.

Kyac - A Backoffice System for Financial Advisers, Networks and Intermediaries.

Value

Yes! Value based pricing, not per seat. Never worry about licensing costs spiralling simply because you need more user logins!

Trials

Yes! We can set up trial and demonstrator accounts for exploration, testing or even user training purposes. Subject to approval.

Import

Yes! We can import data! This is a specialist area and unique to your circumstances. We can advise and assist in this area.

Influence

Yes! You can influence development priorities and direction. It's early days so early adopters can make meaningful contributions.

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Subscribe to our mailing list to receive contact details and the latest news. We will never spam or reveal your email address to other companies.

Talk to Us

Interested in knowing more? Contact us for more information. We will be open and transparent, honestly assessing if you are a good fit at this time.

Move Forward

Where the rubber meets the road! Early adopters must be qualified and have compatible objectives; expecting a larger ROI over a longer term.

The Pioneers

The companies running first edition Kyac software.

Hows it Going?

The first of our Pioneers has gone live with Kyac after a full data load from their old systems.
A few bugs and ommissions were expected, experienced and fixed but the system performed largely within expectations.
In their first month they have successfully processed over £200K in statement remunerations across 25 advisers. Congratulations!