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Making it simple to manage and receive your advisory fee

Our fee management capabilities provide you flexibility to manage your advisory fees how your prefer. The fees will be debited directly from your clients’ annuities.

You’re in control of your advisory fees

How you request fees

You can use our online fee-management tool, file upload for bulk fee processing or complete a fee instruction form

Date of fee withdrawal

You can choose what date your advisory fee will be withdrawn from the account

Withdrawal frequency

Fees can be withdrawn as a one-time withdrawal, monthly, quarterly, semi-annually or annually

Fee allocation

Determine if fee should be taken: pro-rata or by specific funds. You can also choose if the fee is a percentage of the account value or a specific amount

Client fee distribution

You can build a fee schedule that’s individualized by account or global to all accounts

Payment method

You can receive your fees by check or through electronic fund transfer (EFT)

Leveraging fintech to support your advisory practice

In addition to making fee-billing simple, we integrate with the fintech platforms you use to deliver a holistic view of your client’s account data. We have a digital account management platform that offers an intuitive interface for client account opening, building investment models, handling mass trades and re-balancing client accounts.

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