Fee Manager is a software providing financial advisors with 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.
Agile and dynamic fee management makes figures meaningful, sheds light on advisor performance, and uncovers service trends by using your client-defined calculation methodologies. This enables wealth managers to forecast growth and analyze fee patterns on big-picture and granular levels. Flexible parameters and filters allow fee viewing based on business rules and reporting needs.
Fee Manager solves wealth managers' billing management challenges. It transforms billing from a time-consuming, error-prone manual process requiring multiple tools to an automated one that easily handles complex fee calculations, invoicing, and management analytics to derive insights on firm profitability.
Fee Manager's SOC2 certified hosting platform secures the wealth manager's database and client information with industry-based AES 256-encryption over SSL, automatic backups, session time-outs, and user activity audit trails.
LET US SHOW YOU HOW FEE MANAGER CAN STREAMLINE YOUR FEE BILLING PROCESS!