BRITech: Billing with flexible structures performance fee assets exclusions

Billing

Flexible Structures Performance Fee Assets Exclusions

Clients are demanding more clarity and detail on the price of services provided by the adviser. This critical function can become time consuming and error prone.

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finance software analytics
  • Create billing structures, including daily, average, in advance, and arrears
  • Configurable portfolio’s computing base – Gross Asset Value, Net Asset Value, Portfolio Value
  • Complete billing scheduler – allows for fixed periodic fees or minimum/maximum payments setup

Custom & Flexible Views

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Remove an asset or group of assets from a calculation basis, quickly build new formulas without the need for custom engineering and have more flexibility in setting recurring expenses.

  • Allows you to develop specific calculations, according to company practices
  • Performance information available for use in customizable reports (dashboard)
  • Choose the performance fee calculation from: High-Water Mark, Hurdles, Benchmark comparison

More Features
  • Portal

    You can provide your clients with a modern and easy-to-navigate client portal to access their portfolios, view documents and interact with your advisors.

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  • CRM

    A set of features geared towards strengthening the Sales, Marketing, and Client Support functions.

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  • Portfolio Management

    This is our flexible and straightforward portfolio accounting component.

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  • Risk Evaluation

    Automatically updated market data. Analyze your portfolios of funds, consolidating, in real time, the positions of the managers.

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  • Trade Order Management

    Clients are demanding more clarity and detail on the price of services provided by the adviser. This critical function can become time consuming and error prone.

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Check out what the best Investment Management Software can do for you

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