Performance Based / Fulcrum Fee Billing
Jul 16, 2009 12:14 pm
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!Source URL:https://www.wealthmanagement.com/forums/rias-independents/performance-based-fulcrum-fee-billing