Case Study: Les Associés streamlines commission and invoice management with RowShare

Les Associés launches commission and invoice management in just 18 months with RowShare

Les Associés, a French national network of independent wealth management firms, faced significant challenges with the complex and opaque commission calculation protocols from various insurers and their manual, error-prone invoicing process. To address this, they turned to RowShare, seeking a solution to automate these critical financial operations and provide transparency for their network members.

RowShare implemented a custom table with automated formulas to calculate commissions accurately and generate invoices, replacing their unreliable Excel spreadsheets and manual work. This solution provided Les Associés with reliable, real-time data, saved them considerable time, and became a key differentiator from their competition. The entire network of over 110 members now uses the platform for daily operations, with the added benefit of RowShare's fine-grain confidentiality management ensuring each user only sees their own data.

Les Associés