Automation in 2021: Fee Billing & Revenue Management Technology Delivers Value for Wealth & Asset Management Firms

Back in 2018, InvestCloud Financial Supermarket (formerly Tegra118) and WBR conducted a survey to understand how buy-side firms were faring with their current billings processes and how the adoption of automation could help reduce revenue leakage.

Since the outbreak of Covid-19, it’s become more important than ever before for buy-side firms to boost their automation technology and overhaul manual processes and outdated legacy systems to keep up with the competition.