Improved fee collection and revenues for leading wealth and investment adviser in the UK

Streamlined revenue and billing operations across more than 3000 clients and over 80 plan administrators by designing a centralised fee management and administration platform. The solution included an API-based ingestion of fee statements, automated fee receivables, matched it to statement data, and flagged unmatched items, thus improving fee collection and improving business productivity.

Benefits Delivered


Fee management efforts automated


Reduction in supervision efforts


Real-time / on-demand Fee MIS & Analytics
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.