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Is Your Firm’s Fee BiIs Your Firm’s Fee Billing Process Damaging Your Client Relationships?

By Doug Fritz While controlling the compliance risks associated with client fee billing is crucial, providing the best possible client experience is just as important. For investment managers, that means ensuring the highest levels of accuracy, consistency and transparency across the fee billing process – from fee calculations and invoicing, to client communications and reporting. Invoic...

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

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 m...

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