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RIAs
Automated Fee Calculation and Invoicing
Complexity
High
Timeline
10-14 weeks
Outcomes
4+
Challenge
Manual RIA fee calculations prone to errors, disputed invoices, and delayed billing cycles impacting cash flow and client trust.
Solution
Automate fee calculation and invoicing in Salesforce using custodian position data, tiered fee schedules, proration rules, and integrated payment processing.
Key Outcomes
- 100% automated fee calculation
- Eliminated billing errors and disputes
- Real-time revenue recognition
- Integrated payment processing
Tags
fee-billingautomationriasrevenueinvoicing
Implementation Timeline
10-14 weeks
High Complexity