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Intermediary Fee Management

Manage third-party fees and oversight with a single system

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Eliminate manual processes, enable faster reconciliation and provide a full audit trail by managing intermediary fees with a single, standardised system. Streamline operations across the entire management life cycle for improved efficiency and transparency.

Harness the power of rules-based processing

Revport makes it easy to assign and calculate a wide range of distribution payouts and fees, such as management fees, agent rebates, sub-advisor payouts or revenue sharing.

Rules-Based Calculation
Intermediary Oversight and Vendor Comparison
Specialised Dashboards
Reconciliation Reports
Simplified Fee Comparison
Trend and Sales Tracking
Revport invoice cycle

A complete solution for intermediary oversight and distribution

Revport seamlessly manages every stage of the invoice cycle, including calculating complex fees across multiple agreements, approving and issuing invoices and generating customised reports.

Learn How Broadridge Can Streamline Your Operations

Fund Budgeting and Accruals

Improve expense calculation and oversight
  • Helps funds calculate expense accruals and track budgeting
  • Real-time payment information
  • Automated budget accruals
  • Payment allocation to funds based on AUM, even split and defined rules

Advisor Targeting

Target advisors and broker dealers
  • Instant sales intelligence on RIAs and independent broker dealers
  • Compare funds to actual investments managed by RIAs or independent broker dealers efficiently

Enterprise Data Management

Enhanced resources for data management and analysis
  • Proprietary technology for normalising and validating internal data
  • Easy integration of internal data with outside data from over 200 sources
  • Automated matching of third-party providers against company view
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How We Can Help

Boost accuracy, reduce errors and save time

30%
Efficiency gains through exception-based workflow and automation.
60%
Decrease in manual and error-prone components of client billing processes.
“With the SEC's increased focus on mutual fund fee arrangements, we've developed capabilities that help our clients tighten their oversight process.”
Head of Global Fund Services North America, Northern Trust
Improving Revenue and Expense Management for Asset Managers
Article
Improving Revenue and Expense Management for Asset Managers
Press Release Content icon Press Release Content icon Press Release Content icon
Press Release
Northern Trust Enhances Fund Administration and Transfer Agency Capabilities for U.S. Mutual Funds
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Global Funds

Drive profitability with automated revenue and expense management

Find out how you can drive profitability by gaining operational advantages and real business insights with solutions from Broadridge.
Revenue Management and Fee Billing
Fund Budgeting and Accruals
Intermediary Fee Management
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