RIAs stress about fee billing. Calculating and collecting fees is hard enough; documenting and analyzing them adds another layer of complexity.

Join industry leaders for a powerful conversation on how firms can align their fee, billing, and revenue processes with their goals. Take control of your most critical metrics and align them with your goals.

Featuring

• Lacey Shrum Founder & CEO, Smart Kx

• Jud Mackrill, Co-Founder, Milemarker

• Jessica Perez, VP of Growth, Milemarker

In this session, you’ll learn:

• Why inconsistent processes cost firms measurable revenue

• How data silos block decision-making and growth

• Practical steps to leverage automation and data access for revenue optimization

Don’t let preventable inefficiencies hold back your revenue.

Talk to us about your firm’s data layer