At a glance
Reduce total cost of ownership
Revenue management is a high risk area for any wealth management firm. Billing errors can lead to revenue leakage, regulatory fines and reputational damage. Our solution helps you manage your risk and control back office costs.
Our clients handle fees for multiple lines of business on the same platform, including mass market, mass affluent, high net worth and institutional offerings
Your business is constantly evolving and so are your needs to handle new fee structures and billing methods. We have a decade-long track record of helping our clients with their evolving needs.