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

80%

Fee management efforts automated

85%

Reduction in supervision efforts

65%

Real-time / on-demand Fee MIS & Analytics
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