Broadridge Intermediary Fee Manager
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Revport is a SaaS platform that simplifies the process of assigning and calculating various distribution payouts and fees, including management fees, agent rebates, sub-advisor payouts, and revenue sharing.
Strengths
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Automation
Automates fee calculation and billing processes
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Transparency
Provides transparency into fee calculations and billing for clients
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Customization
Allows for customization of fee structures and billing processes
Weaknesses
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Integration
May require integration with other systems for full functionality
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Cost
May be expensive for smaller firms
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Complexity
May be complex to set up and use
Opportunities
- Growing demand for fee management solutions in the financial industry
- Opportunity to expand into new markets and industries
- Opportunity to form partnerships with other financial software providers
Threats
- Competition from other fee management software providers
- Changes in regulatory requirements may impact the software's functionality
- Security breaches or data leaks could damage the software's reputation
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https://www.broadridge.com/
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Broadridge Intermediary Fee Manager Plan
Broadridge Intermediary Fee Manager offers a tiered pricing model based on the number of accounts and versions used.
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