Unlock the Power of Portfolio Management

MyPortfolio enables our agents to manage the entire sales process from acquiring the merchant through reporting to your sub-agents and partners.

Merchant Acquisition

  • Online application utilizing DocuSign or sign on a tablet
  • Email completed PDF documents with a single click
  • Pricing profiles

Deal Tracking

  • Real-time notification for pending items

Sub-Agent Management

  • Hierarchy in agent’s portfolio reporting
  • Customized sub-agent residual calculations
  • Sub-agent visibility to accounts and residuals

Residual Reporting

  • Portfolio summary
  • Month to date portfolio statistics
  • Management structure with branch and rep codes
  • Top merchants by volume and residuals
  • Merchant volume and residual trending graph

Merchant Tracking

  • Review batch and monthly processing statements
  • Client service notifications
  • Open customer service tickets
  • Follow Client Service tickets

Contact Us

Call

1.866.845.6026

Email

agent@emscorporate.com

  Electronic Merchant Systems BBB Business Review

©2017 Electronic Merchant Systems

Electronic Merchant Systems is a registered ISO/MSP for BMO Harris Bank, NA, Schaumburg, Illinois, Esquire Bank, Jericho, NY, Merrick Bank, South Jordan, UT, and Chesapeake Bank, Kilmarnock, VA.

Electronic Merchant Systems BBB Business Review

©2017 Electronic Merchant Systems

Electronic Merchant Systems is a registered ISO/MSP for BMO Harris Bank, NA, Schaumburg, Illinois, Esquire Bank, Jericho, NY, Merrick Bank, South Jordan, UT, and Chesapeake Bank, Kilmarnock, VA.