Leverage your Xeppo data to drive big gains in a key AFSL obligation.
Let Opex help you achieve peace of mind managing your Ongoing Fee Arrangements and associated compliance obligations through the Assent App (previously known as Auto FDS App).
Key features:
Automated Notifications to ensure peace of mind for all renewals and obligations
Streamlined signing process with embedded digital signature capabilities
Manage the consent process with multiple product providers
Deliver, track and monitor your Ongoing Fee Arrangements
Integrates with SharePoint for automated document filing
Improved document templating (Multi-Brand Support, Advanced Tailoring Capabilities, Document Storage and Digital Signing Capabilities)
Ongoing Service Agreement (OSA) and Fixed Term Contract support
Consent to deduct fees capabilities
Track Expected vs Actual fees
Broader applications supporting other industry administration (like Agreement and Payment Terms management)
Services
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