Powerful and Flexible Wealth Management Billing Solution Designed to Handle Complex Calculations & Bolster Flawless Billing Cycles
The d1g1t revenue management and billing solution is powered by a multi-currency, scalable and super-fast fee calculation engine that supports complex billing scenarios. The solution is integrated into the d1g1t enterprise wealth management platform to optimize operational workflows across trading, document management, the client portal, and multiple custodians.
Drive Efficiencies Through a Streamlined Billing Process
Complete billing workflows streamline the process of generating, analyzing, reviewing, approving, processing fees and sending invoices. With the solution’s bulk billing capabilities, firms can effortlessly generate fees for thousands of families through a high-performance computation infrastructure.
Flexible Calculation Engine
Designed to handle complex fee schedules and payment terms. The calculation engine supports:
- Flat amounts, flat rates, and tiering schedules with minimum and maximum boundaries.
- Flexible fee exclusions, which can be set as exclusion criteria or as position-specific exclusions
- Various asset calculation methods
- Payments in arrears or in advance
- Flexible fee-sharing rules
- Payment redirection
- Multiple currencies
- Sales taxes
Download Solution Overview
Modern Intuitive Interface
The billing solution leverages d1g1t’s modern UX design language.
Scalability and Speed
Deployed as a SaaS offering, the solution scales to process a very large number of accounts in record time.
Collect Revenue Faster
Simplify the calculation, production, and tracking of fees to free up time to focus on clients.