Revenue Management

Tailor For My Firm
  • Tailor For My Firm
  • Asset Manager
  • Broker Dealer
  • Endowment / Foundation
  • Family Office
  • Fund Administrator
  • Fund of Funds
  • Hedge Fund
  • Independent Advisor
  • Prime Broker
  • Wealth Manager

Speed cash flow with accurate, on-time invoicing.

Fee-based managers can collect fees more quickly by getting accurate invoices out on time and tracking your revenue. Even if you have complex, customized fee schedules for different clients, our solutions automate calculations and accelerate the production of invoices. Save hours or even days in the billing cycle compared to a homegrown, spreadsheet-based system. And get a clear view into your firm’s revenue stream for forecasting, planning and decision making.

TOP THINGS TO KNOW

1
Accurate invoicing strengthens relationships – no more awkward conversations with clients due to billing discrepancies.
2
You can create billing rules for calculating each individual client’s fees automatically, no matter how customized.
3
You can automatically calculate revenue sharing payouts to consultants, outside managers or business referral partners.
4
Forecasting functionality enables you to anticipate future revenue under a variety of what-if scenarios.
5
Management reports help firm principals better understand where their revenues are coming from.

FEATURES YOU'LL NEED

Automated fee calculation and invoice generation
Automatic revenue-sharing calculations for payouts to third parties
Forecasting functionality using what-if scenarios to project future revenue
Integration with portfolio management platform
Rules template for setting up custom fee schedules

MORE FEATURES

Management reports for revenue stream analysis
Integration with general ledger
Audit trails show who made changes and when
Cloud-based deployment option
Multicurrency invoicing capability

FEATURED CLIENT STORY

Steinberg Global Asset Management, Ltd.

Since implementing Advent Revenue Center, investment advisor has realized a number of measurable benefits, including: significant time savings, reduction in errors, customization to client requirements, ease of training, and visibility of receivables.

MORE CLIENT STORIES


Jamison, Eaton & Wood

Avalon Advisors, LLC

Featured White Paper

Revenue Management

ADDITIONAL RESOURCES

Advent Revenue Center Product Brief
Advent Revenue Center System Requirements 16.1

Next Steps

Want to know more? Talk to one of our solution specialists. No sales pitch, just straight answers. We'll listen and help you determine if our solution fits your needs.

Contact Us

To speak to an Advent representative immediately, please dial: +1 800 727 0605

Or visit our Worldwide Offices page and locate one of our representatives at an office near you.

Email Us: info@advent.com