Redi2’s Revenue Manager™ manages the fee billing process, including client setup, multi-currency fee, and accrual calculations, revenue reconciliation and invoicing. This assists our clients in streamlining their billing process. Revenue Manager features a state of the art technology,... Read More
Nomis Solutions enables best-in-class Pricing and Profitability Management for financial services companies. Through a combination of advanced analytics, innovative technology, and tailored business processes, the Pricing and Profitability ManagementTM Suite delivers quick time-to-benefit, and... Read More
By UNAPEN, Inc.
The ClientRep portfolio reporting solution seamlessly integrates and incorporates data from multiple sources, then automatically creates complete client statements that look like they were produced by a dedicated marketing and graphics team – but in a fraction of the time. Professional and... Read more »
By UNAPEN, Inc.
Business Insight from One Centralized Portal! Don't Go Looking for Data, Let Information Find You! Affinity creates the infrastructure that allows Advisors to streamline and reduce effort for managing current business. Affinity also allows significant asset growth and profitability without... Read more »