REVPORT™ - Fee Billing Flexibility

REVPORT™ tailors fee calculation based on the business supported.

Institutional asset managers require the flexibility to charge different fees for any client – Pension Funds, Endowments, Trusts and Foundations. Each mandate is unique and may necessitate a different calculation.

Managed Account Sponsors require the ability to bill large numbers of accounts, accurately, quickly and cost effectively. REVPORT™ facilitates precise, economic billing for retail accounts.

Retirement accounts need to consider 401Ks, pension plans and other investment products. REVPORT™ provides asset based and transaction based billing for our retirement services clients.

Outsourcers need to be able to bill at the financial advisor level, for sponsors or for asset managers. REVPORT™ supports outsourcers who bill large blocks for their clients.