Customise Billing & Reporting

Problem

Clients want customised fees and regular portfolio reporting.
Clients want customised billing
Customise billing and reporting without increasing operational costs

Implication

Customisation of client fees increases operational costs.

Our Solution

Leveraging on the custodian’s capabilities, we automate fees customisation and administration, allowing managers to offer highly personalised service.

How Our Superior Approach Helps You

01.

Clients can choose to be charged based on performance, tiered level or a flat fee.

02.

Managers can offer bespoke service without increasing operational costs.

03.

Attribute fees generated to your respective internal sales / marketing and investment teams.