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Performance Based / Fulcrum Fee Billing

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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!