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!