Fee Design and Audit Checklist

Quickly compare your current process to industry best practices.

Financial advisors must be able to design customized fee structures to ensure transparency, fairness, competitiveness, automation, and regulatory compliance.

  • Is your current setup allowing you to personalize fee structures the way you want?
  • What fee customization options are possible?
  • Are you meeting and documenting regulatory requirements?
  • Are you leveraging modern technology to enhance automation and efficiency in your billing practices?

The advisory business today demands a modern, flexible, and automated fee design and billing system. Download our complimentary checklist to quickly compare your current fee structure and billing process with industry best practices.


Download Fee Design and Audit Checklist