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Rethinking Fee & Distribution Channel Management in Asset Management

Discover how leading asset managers are transforming fee and distribution operations through data standardisation and smart integration in our exclusive insights paper.

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PAPER SUMMARY

Unlock Efficiency: Rethink Fee and Distribution Channel Management in Asset Management

Join the leading asset managers who are transforming their operations with insights from our exclusive roundtable held in March 2025. Our  summary paper "Rethinking Fee & Distribution Channel Management in Asset Management" explores how to unlock efficiency through data standardisation and smart integration.

Top takeaways:

  • End-to-end automation: Streamline fee and rebate processes to eliminate manual risk and overpayments.
  • Data standardisation: Turn fragmented data into actionable insights with a unified view of AUM, agreements, and fees.
  • Smart integration: Harness machine learning modules for intelligent automation across TA, platforms, and custodians.
  • Contract management: Shift from outdated, manual processes to a centralised digital repository to enhance transparency and reduce risk.

Our platform is purpose-built to address these challenges, boasting features like a consolidated Client Book of Record (CBOR), automated fee calculation engines, integrated AML/KYC modules, and seamless data integration.

Invest in the future of your firm by transforming your fee and distribution operations. Discover how FE fundinfo’s innovative solutions can guide your next steps toward simplification and scalability.

Ready to make a change? Download the full report and discover how we can help.

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