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The Future of Billing Solutions for the Modern Investment Manager

January 19, 2023

CE Credits
Register

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.

Overview

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 Envestnet

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.

Please contact MMI with any questions at (646) 868-8500 or events@mminst.org