RETROWISE CLIENTS

RETROWISE CLIENTS

Replace manual workflows

Retrowise automates calculations, reconciliation, and reporting—so your team can focus on control, not manual work.

Automated Calculations

Apply consistent rebate logic across all counterparties—without spreadsheets.

Reconciliation

Compare internal and intermediary data to identify discrepancies instantly.

Audit-Ready Reporting

Generate structured reports with full transparency on every calculation.

Centralized Data

Manage all rebate data in one place—structured, accessible, and reliable.

DASHBOARD - FULL VISIBITILITY

Your entire
retrocession operation, visible at a glance

Two purpose-built dashboards give your operations and finance teams everything they need — no spreadsheets, no digging.

Analytic Dashboard

Gross revenue, retrocession paid, net retained revenue, profitability charts, geographic breakdowns, and intermediary rankings.

Operational Dashboard

Track funds, share classes, intermediaries, trades, and customers — with recent activity surfaced automatically.

Granurality at Hand

Slice any view by fund, intermediary, and date range. Every figure is traceable to the underlying calculation.

DASHBOARD - FULL VISIBITILITY

Your entire
retrocession operation, visible at a glance

Two purpose-built dashboards give your operations and finance teams everything they need — no spreadsheets, no digging.

Analytic Dashboard

Gross revenue, retrocession paid, net retained revenue, profitability charts, geographic breakdowns, and intermediary rankings.

Operational Dashboard

Track funds, share classes, intermediaries, trades, and customers — with recent activity surfaced automatically.

Granurality at Hand

Slice any view by fund, intermediary, and date range. Every figure is traceable to the underlying calculation.

IMPACT - WHAT YOU GET

Take control
of every rebate calculation

Retrowise replaces fragmented spreadsheets and manual processes with a structured, automated system. Your team gains speed, accuracy, and full visibility across every rebate calculation—without the operational overhead.

Eliminate manual errors

Apply consistent rebate logic, no spreadsheets or version issues.

Close faster

Reduce reconciliation time from days to minutes.

Audit with confidence

Fully traceable calculations with structured, audit-ready outputs.

One source of truth

All rebate data, calculations, and reports in one centralized system.

IMPACT - WHAT YOU GET

Take control
of every rebate calculation

Retrowise replaces fragmented spreadsheets and manual processes with a structured, automated system. Your team gains speed, accuracy, and full visibility across every rebate calculation—without the operational overhead.

Eliminate manual errors

Apply consistent rebate logic, no spreadsheets or version issues.

Close faster

Reduce reconciliation time from days to minutes.

Audit with confidence

Fully traceable calculations with structured, audit-ready outputs.

One source of truth

All rebate data, calculations, and reports in one centralized system.

How Retrowise Works

From raw data to
audit-ready reports in a structured, automated workflow

How Retrowise Works

From raw data to
audit-ready reports in a structured, automated workflow

Ready to Scale Without the Admin Burden?

Join fund managers who replaced manual rebate workflows with Retrowise.