As the CFO of an investment management firm, have you ever wondered “if we change some of our fee schedules, how would that impact our revenue next year?” An easy question to ask, not so easy to answer. Now, factor in a variety of market returns, expected cash flows, starting valuations and all the nuances of your current fee schedules. […]

It is critical today that investment firms have the tools to manage complex schedules for billing clients. Historically, fee schedules for clients were simpler, based on percent of assets, flat rates, performance, etc. As time went on clients put more demand on firms to provide flexible billing: the ability to exclude assets, charge different rates for different asset groups, apply […]

SAN CARLOS, Calif., Feb. 20, 2014 /PRNewswire-iReach/ — The largest deployment of Arcons Technology’s client billing software for the financial services industry has been made at Ronald Blue & Co, an independent fee-only wealth management firm.   Arcons’ billPort client billing software will be used to create invoices, generate reports, and business analytics for more than 6,000 clients, at 13 […]