2023 MMI Webinar: The Future of Billing Solutions for the Modern Investment Manager

January 19, 2023 | 4:00 PM ET
Complimentary admission | Open to members and non-members

A special MMI event presented in conjunction with MMI Platinum Partner:

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.

Join Jean Heath, Principal Director of Asset Management Relations at Envestnet, as she introduces you to the team that created a cloud-based billing solution designed for investment managers and Revenue Managers.  

Join this webinar to see how this solution helps solve for:

  • 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

Introduction:
Joan Lensing, EVP, Chief Programming Officer, MMI

Moderator:
Jean Heath, CIMA®️, Principal Director, Asset Management Relations, Envestnet

Speakers:
Seth Johnson, Head of Billing Development, Envestnet
David Ritchie, Principal Director, Revenue Management, Envestnet

Duration:
50 minutes (including time allocated for Q&A).

CE Credits:
Investments & Wealth Institute® has accepted the MMI Webinar: The Future of Billing Solutions for the Modern Investment Manager for 1.0 hour of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications.

Note:
This MMI Webinar is closed to members of the media.

This webinar will be recorded. Even if you cannot attend live, please register so we can notify you when the replay is available.

Questions? Contact us at events@mminst.org or (646) 868-8500.