MMI Webinar: The Future of Billing Solutions for the Modern Investment Manager
January 19 , 2023
Complimentary admission
Open to MMI members and non-members
Press prohibited
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
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).
