S3BBrokerage Management Edition

Run Your Brokerage. Not Your Admin.

Month-end commission runs, compliance management, and agent administration — all in one cloud-based platform built for independent financial services brokerages.

ClaritySimplicityValue

The Reality

Independent Brokerages Face
Real Daily Pressure

In today's hectic business environment, an independent brokerage faces many challenges on a daily basis.

Sustain & Grow Business

Manage Business Processes

Manage Agents & Reps

Manage Compliance

Manage Administration

Keep Abreast of Product Providers

The Solution

Introducing S3B

A product of CB4 Business Resource Centre

Web-Based Broker Management

User-friendly comprehensive cloud application accessible from any browser.

Addresses Daily Operational Needs

Built to handle the real day-to-day challenges brokerages face.

Streamlines Administration

Significantly simplifies your brokerage's administration process.

Built from a Broker's Perspective

Developed from the ground up by brokers, for brokers — not top-down from providers.

Smooth Month-End Commission Runs

Core benefit focused on making month-end painless for your brokerage.

Customisable to Your Brokerage

Tailor the system to your individual broker operating environment.

System Core Features

Everything Your Brokerage Needs

Server & Web Application

Access via Internet Browser

Customised Set-up

Roles Based Security

Central Diary & Task Manager

Agent & Staff Management

Client Management

Policy Management

Document Management

Compliance Management

Import Commission Statements

Commissions Processing

CRM Entries

Basic HR Management

Training Registers

Risk Management

Reporting

Print & Export

Self Maintenance

Support

Broker Value Proposition

Four Pillars of Value

Web-Based Application

Cloud-hosted — no PC installs needed
Accessible via any internet browser
Manage users and access rights remotely
Cost-effective — just need an internet connection

Saving You Money

Reduces commission admin cost and queries
Saves time on compliance and manual processes
Tracks commission from submission to payout
Cuts paper-based and operational costs

Managing Your Risk

FSB licence-code controls for representatives
Custom red flag rules and compliance audit trail
Client relationship management (CRM)
Conservation management and documentation

Simplifying Your Processes

Automated commission import from all providers
All companies collated in one system
Customisable commission splits and set-up
Caters for life, medical, and short-term

Broker Endorsements

Trusted by Brokerages Across South Africa

“Just the payroll function more than pays for the system. Reliable reports and an assurance that pay slips are accurate has made my work so much more efficient.”

Mark Tricker

Kylucha Financial Services

Durban, South Africa

“Month ends made simple — the automated commission import is an innovation that will definitely revolutionise practice commission runs. Clarity, simplicity and value are certainly true of this ground-breaking system.”

Rob Lansdell

Profin

Port Elizabeth, South Africa

“I can now run my month end in just four clicks. It literally takes me 10 minutes. My admin department just logs on and captures on-line.”

Dean Smith

Family Care

JHB / Durban, South Africa

“I can't think what it would be like to be without S3B. The system has really been a great help to my business. S3B will only grow from strength to strength.”

Wendy de Bruyn

Healthcor

East London, South Africa

Reporting

Comprehensive Reporting Built In

All reports have filter selection with respective criteria and a multiple-selection feature, allowing you to return exactly the information you need.

Brokerage Reports

Commission

Production

Arrears

Lapsed

Representatives

Clients

Compliance

Representative Reports