A solution to tackle transparency in investment fee management
Today, transparency is high on the private client agenda. A simple, transparent charging structure and a frank ongoing dialogue about what is being charged, when, how and why is not only required by the regulators but it is also essential to maintaining client confidence.
There is little doubt that fees are the primary source of revenue for financial institutions. From flat-rate costs to transactional charges and fixed, periodic fees, the makeup of management fees varies widely from firm to firm. What remains consistent across the financial markets though is the ability to easily breakdown and clearly communicate the composition of the underlying charges – both when the charge is applied and at a future date to meet auditing requirements.
Dion's fee processing module is a flexible and automated framework to support the calculation and charging of any fee type or structure. It provides wealth managers, stockbrokers, asset managers and intermediaries with a viable solution to easily manage the complex sharing of fees and reduce the level of manual processing.
To download our brochure or for more insight into our solution, write to us at firstname.lastname@example.org