Performance Based / Fulcrum Fee Billing

or Register to post new content in the forum

 

Comments

  • Allowed HTML tags: <em> <strong> <blockquote> <br> <p>

Plain text

  • No HTML tags allowed.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.
Jul 16, 2009 8:14 am

Good Morning All,

 
Is anyone aware of a billing software in the marketplace than can automate performance based AKA fulcrum fee billing?  As of now, Advisors who are offering this type of fee-billing typically have to develop some type of Excel spreadsheet and formula's on their own.  I'm wondering if there is a more automated technology solution in the marketplace today?
 
Thanks all!