Expense Solutions
Outsource complexity related to routine expense management tasks by leveraging proprietary data, advanced analytics, and powerful information workflow tools.
Optimized expense management and reporting, all on one platform
Manage fees paid to intermediaries
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Manage third-party fees and oversight with a single system
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Increase financial control and invoice reconciliation efficiency
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Improve accuracy and replace manual internal processes
Calculate wholesaler commission payments
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Build and maintain credit assignment rules and territory structures
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Automate calculation and manage adjustments, deferrals, and approvals
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Export to general ledger and payment processing systems
Report on the tax status of your shareholders
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Enhance visibility and accuracy of tax obligations
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Increase the likelihood of foreign tax reclaim success
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Leverage unique transparency into shareholder location to assess tax obligations at the state and municipality level
Unparalleled rules-based automation and insights
Strengthen controls and streamline internal processes with data-driven expense and tax solutions for asset managers.
Streamline complex processes
Secure accurate distribution-related payments to intermediaries with invoice processing and reconciliation
Motivate sales teams with flexible structures
Automate commission payment calculations with workflow tools to create, manage, and compute payable commissions on complex incentive plans.
Simplify international compliance demands
Validate shareholder jurisdiction assumptions with reporting to supplement your filings to foreign and state tax authorities.
What's next for your business?
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improve your business and drive transformative innovation,
efficiency, and growth.
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