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CutterCast

May 14, 2015 10:30 AM - 12:00 PM ET    Online

Fee Calculation and Billing Processes

SUMMARY

SUMMARY

CutterResearch members discuss best practices and solutions for investment management fee calculation and billing processes. The discussion covers how firms are organized around fee billing as well as commonly-used fee structures and the tools used to calculate fees and generate invoices. Also discussed is integration between fee billing systems and other applications such as CRM, General Ledger, Performance Measurement, Proposal Generation, and Data Warehouse applications.