Client Billing & Portfolio Reporting
Clients want customised fees and regular portfolio reporting
Administration of customised client fees increases operational costs
Leveraging on the custodian's capabilities, we automate fees customisation and administration to allow managers to offer highly personalised service.
Why Is Our Approach Better?
Clients can choose to be charged based on performance, tiered level or a flat fee
Automation reduces cost, increases profitability and scales easily
We attribute fees generated to the performance of your stakeholders.