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.