Three Big Reasons Why Investment Managers’ Client Fee Billing Operations Need Workflows and Four-Eyes Reviews

October 08, 2020

By Doug Fritz

Client fee billing, invoicing and revenue management in the buy-side investment management community can become a significant source of risk and cost without an efficient workflow and audit process to manage review and approval checkpoints. Investment managers must be able to build and retain client trust as well as satisfy auditors. In today’s competitive and challenging market environment, the need for automated, accurate and timely invoicing is greater than ever.

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investment management, fee billing workflows, client invoicing, client fee billing, fee billing, chief financial officer, CFO, four eyes, revenue management

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