Calculate fees accurately across every account and schedule, and run the back office without the spreadsheets.
| Account | AUM | Fee |
|---|
Tiered, flat or blended schedules computed automatically, with the math shown.
Replace spreadsheet reconciliation with workflows that run on their own.
Every calculation and change is logged, so reviews and audits are simple.
A 30-minute working session where we open the platform and walk through it with your firm in mind.