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.