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RIAs
Household-Level Billing and Fee Analysis
Complexity
Medium
Timeline
8-12 weeks
Outcomes
4+
Challenge
Inability to analyze and optimize fee structures at household level across multiple accounts, missing opportunities for fee optimization and client value demonstration.
Solution
Build household-level billing dashboard in Salesforce with aggregate fee analysis, breakpoint monitoring, and what-if scenario modeling for fee optimization.
Key Outcomes
- Household-level fee aggregation and analysis
- Automated breakpoint monitoring and alerts
- Fee optimization scenario modeling
- Enhanced client fee transparency
Tags
fee-billinganalyticsriashouseholdoptimization
Implementation Timeline
8-12 weeks
Medium Complexity