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Product

Management Fees and Billing

Comprehensive fee billing and statement production

PMplus provides wealth managers with a flexible user parameterization of fees and automated Invoice reporting with a robust expense tracking mechanism. In the case where an upstream system is unable to calculate fees and/or produce invoices to your requirements, PMplus can take the underlying NAVs or Portfolio and calculate a complex billing schedule via its data loader. PMplus produces full invoices for review and approval.

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