The Future of Billing Solutions for the Modern Investment Manager 2023 | Money Management Institute (MMI) | 19 January 2023 | Webinar
Venue
What is Qwoted?
Qwoted is a free expert network: we help reporters connect with experts & we help those same experts build relationships with top reporters.
| Event Date | Thu Jan 19 EST (almost 2 years ago) |
| Location | Webinar |
| Region | All |
Details
The event brings between complex fee structures, constantly evolving billing models, and growing product offerings, investment managers need a holistic and insight-driven platform for their billing and revenue management needs.
Why you should attend:
• Complex Fees: A powerful rules engine supporting custom billing scenarios
• Custom Invoices & Reporting: Create clear and accurate invoices that drive efficiency and customer satisfaction
• Global Architecture: Upscale your revenue management with a global platform to manage assets, calculate fees, and execute billing across multiple currencies
Speakers
2023 Speakers
MODERATOR:
Jean Heath
Principal Director, Asset Management Relations, Envestnet
SPEAKERS:
Seth Johnson
Head of Billing Development, Envestnet
David Ritchie
Principal Director, Revenue Management, Envestnet
Joan Lensing
EVP, Chief Programming Officer, MMI
Sponsors & Partners
2023 Partner
• Envestment