Performance Based / Fulcrum Fee Billing
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?