Are you managing lots of manual agreements and calculations because you are missing a module for managing fee agreements and calculations? PORTMAN and our fee module give you the solution.
It is possible to calculate administration fees for selected combinations of clients and portfolios. It gives you a quick and comprehensive way of handling your fee agreements. Your options include...
creating new agreements
calculating fees
registration of fees
printing fee letters
communicate fee calculations to external systems

Read more on the additional module ‘FEE EXPANSIONS’
Read more on the additional module ‘CHANGE IN FEE RATES’
