Key Capabilities:
- Revenue billing
- End-client agreement
- Client invoicing
- Multi-currency
- Cashflow proration
- Flexible fee rule
- Multi-tier fee schedule
- Tax management
Support for unlimited fee types, including:
- Management fee
- Performance fee
- Custodial fee
- Transaction fees
Case Study:
Global Asset Manager Shortens Invoice Cycles and Streamlines Compliance | Broadridge
“Identified and recovered over $1 million of misallocated revenue and minimized errors through streamlined processes.”