What M-Pesa Payments and Reconciliation does for a investment advisor
It links every Buy Goods, Paybill and Pochi payment to the matching sale, so the till balances itself. For a investment advisor, the value shows up exactly where the work is hardest.
Investment advisors track client portfolios, investment performance, fees and regulatory compliance. Investment advisor margins come from management fees on assets under management.
Clients and regulators expect transparent fees and strong investment performance. Veira handles that as part of the same sale, so compliance is not a separate evening job.
Investment Advisors run differently, and the software should too
A generic till misses the details that decide whether a investment advisor makes money. These are the ones that matter:
- 1
The daily reality
Client account and portfolio tracking. M-Pesa Payments and Reconciliation built for a investment advisor turns that into a number you can act on, and you also accept Buy Goods, Paybill and Pochi la Biashara in one place.
- 2
Where the margin leaks
Investment performance measurement. M-Pesa Payments and Reconciliation built for a investment advisor turns that into a number you can act on, and you also match every M-Pesa payment to its sale automatically.
- 3
What slows the counter
Fee calculation and billing. M-Pesa Payments and Reconciliation built for a investment advisor turns that into a number you can act on, and you also close the day without chasing missing payments.
- 4
What buyers expect
Regulatory compliance. M-Pesa Payments and Reconciliation built for a investment advisor turns that into a number you can act on, and you also see takings by cashier, shift and branch.
What to look for in M-Pesa Payments and Reconciliation for a investment advisor
- Automatic matching of payments to sales. This matters for a investment advisor because of client account and portfolio tracking.
- Support for Till, Paybill and Pochi la Biashara. This matters for a investment advisor because of investment performance measurement.
- Per cashier and per shift reconciliation. This matters for a investment advisor because of fee calculation and billing.
- A clear daily variance report. This matters for a investment advisor because of regulatory compliance.
A notebook and a basic till, or Veira
| Notebook or basic till | Veira | |
|---|---|---|
| Counting stock | By hand, rarely matches the shelf | Live by item, branch and value |
| M-Pesa at the counter | Checked on a separate phone | Matched to each sale automatically |
| eTIMS invoices | Typed in later, if at all | Filed on every sale, even offline |
| Knowing your numbers | A monthly guess | Live margin and takings on your phone |
A real investment advisor example
A Nairobi investment advisor managing KES 100 million for 20 clients cannot track individual portfolios or performance.
- Client account and portfolio tracking.
- Investment performance measurement.
- Fee calculation and billing.
- Accept Buy Goods, Paybill and Pochi la Biashara in one place.
- Match every M-Pesa payment to its sale automatically.
- Close the day without chasing missing payments.
Every sale on Veira files a compliant KRA eTIMS invoice, online or offline. Clients and regulators expect transparent fees and strong investment performance.
It links every Buy Goods, Paybill and Pochi payment to the matching sale, so the till balances itself. Here is what that looks like with Veira:
- Accept Buy Goods, Paybill and Pochi la Biashara in one place
- Match every M-Pesa payment to its sale automatically
- Close the day without chasing missing payments
- See takings by cashier, shift and branch
Related questions
Frequently asked questions
Is M-Pesa Payments and Reconciliation hard to set up for a investment advisor?
Does it keep working offline?
Does it handle M-Pesa for a investment advisor?
Is it KRA eTIMS compliant?
How much does M-Pesa Payments and Reconciliation cost for a investment advisor in Kenya?
Can it run more than one investment advisor?
Based on KRA eTIMS regulations and interviews with 5,000+ Kenyan businesses
Whether you run one investment advisor or several across Kenya, Veira gives you M-Pesa payments that fits the trade instead of fighting it. Book a free demo and see it work with your own investment portfolio management.