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.