Clients are demanding more clarity and detail on the price of services provided by the adviser. This critical function can become time consuming and error prone
Billing, for when the work is done and it is time for you to get paid for the great service you have provided. The billing module allows our clients to automate the performance fees, management fees and any other type of fees that their business might have. The system eliminates the manual chore of calculation and verification by handling all of the complex fees calculations automatically.