ERM: Expand Revenue Manager™ - Scalable | Comprehensive | Easy to Use

ERM was designed from the start to meet the needs of the most complex financial services organizations, while remaining cost effective to the small to mid-sized firms wishing to automate their revenue management operations. ERM has helped our clients significantly reduce their cost and improve their accuracy of their revenue processing.


System Benefits

  • Complete oversight of billing operations
  • Automated, Exception-based processing
  • Lowered operating costs
  • Increased accuracy
  • Improved cash flow
  • Reduced processing/payment cycle
  • Audit and compliance fulfillment
  • Rules based workflow and exception processing
  • Automatically calculates accruals and reversals

System Features

  • Tracks and calculates complex fee computations across all revenue share "fee" types
  • Handles bi-directional revenue management across multiple entities
  • Automates revenue management, accounts receivable/payable, invoicing, and reporting
  • Provides reporting at Firm, Business Unit, Partner, and Wholesaler level
  • Intuitive, easy to use browser interface


Partners We Serve:

  • Custodians
  • Mutual Fund Companies
  • Third Party Administrators