Solution introduction
Seamlessly move to an advisory model while providing critical business intelligence on revenue and risk
Fee Manager is an automated, cloud-based fee billing system that provides analytics, advisor insights, security, accuracy, and reliability
It’s scalable and customizable, enabling multi-access user levels in both front-office and back-office views. As your firm grows and more competitors adopt advanced billing technologies, Fee Manager gives your firm the smarter billing advantage.
Fee Manager at a glance:
- Provides quick and easy access to client billing information, security and accessibility through cloud installation, zero client hardware footprint, structured billing flexibility, and improved speed of revenue recognition.
- SOC2 certified hosting platform secures your database and client information with industry-based AES 256-encryption overSSL, automatic backups, session time-outs, and user activity audit trials.
- Puts you in control with agile and dynamic fee management that makes figures meaningful, sheds light on advisor performance, and uncovers service trends.
- Cost-and-time savings achieved by deploying Fee Manager can be directed to other core activities such as client acquisition and retention, advisor acquisition and retention, or compliance.
