Client Agreements & Terms factsheet
Calculate and control every fee and rebate
See how Client Agreements & Terms turns signed agreements into structured terms, calculates net revenue on reconciled AUM, and runs automated oversight checks on every fee and rebate before you action it. The factsheet covers key capabilities, how it fits your operating model and screens from the platform.
Inside the factsheet
- Extract, validate and calculate terms from every distributor agreement
- Flag abnormal fee and rebate variances before they're acted on
- Query your agreement repository with Document Search
- Report actual and annualized net revenue by client, channel and fund
- Surface commercial risks and renewals before they cost you
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