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Fund Expense Management

Investor Communications

Automate and standardize expense management processes, from budget creation and invoice payments to analysis and reporting.

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Empower fund expense teams

Standardize budget creation, invoice payment analysis and reporting with one end-to-end system for budgeting and invoice payment management. Fund Expense Management supports business intelligence by enabling you to easily manage and monitor the status of expenses with intelligent oversight.

Gain efficiency

Automate workflow and notifications

Role and task-based workflow and automation notifications reduce manual oversight and streamline invoice payment approvals, memo creation and exception review. While enhanced user and administration accessibility from centralized dashboard creates team synergies and facilitates collaboration with third parties.

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Improve Payment Management

Implement one system for budgeting and payments

Leverage one end-to-end system for both budgeting and invoice payments to save time and align estimation and payment methodology. Improve quality and control of invoice payments with global vendor management, consolidation of multiple invoices and allocation of invoices to funds and classes.

Simplify Budget Reviews

Access intelligent budget analytics

Simplify tedious processes, like comparing estimates to payments, with streamlined exception-based analysis, which automatically note over/under accruals for expedient review and adjustment.

Fund Expense Management

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Financial Reporting

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What We Do

Data-Driven Solutions

We are a global leader in data-driven investment management solutions, partnering with our clients to deliver products and services designed to optimize efficiency and control.