Complex Fee Calculations - Made Uncomplicated
Offer your clients fully customized fee schedules
Your clients are unique, and you want to tailor your personalized client service accordingly. PureFees simplifies and automates the fee management process such that asset managers can effortlessly offer custom fee schedules to suit all their clients needs.
PureFees offers a wide range of options for fee calculation. Automatically calculate fees at any frequency or time interval you or your clients choose. Assess fees based on asset value, trades, or performance. Assign fee schedules to asset classes, accounts, households, or groups. Offer discounts, bonuses, and promotions.
Flexible Fee Calculation
- Group fees by account
- Allow unlimited tiered or flat fees
- Assign multiple fee schedules for one group
- Charge fees within a group by account, asset class, security, or product
Complete Fee Management
- Arrange for payment of disbursements to sub-advisors
- Calculate commissions, performance, referral, and incentive fees
- Calculate closing fees
- Pro-rate fees for new accounts in any given period
- Easily exclude single securities, products, or asset classes by group or firm
Please contact us for more information