Karen Benner

Thank you, Erin for this clarification of trade date vs. settle date. The time this rears its head for us is at year-end and in calculating the appropriate RMD amount for clients. CPAs, clients, and the IRS tend to use year-end values based on the custodian statements. If there are any transactions in an account where settle dates are after Dec…[Read more]

“Cash Funding and Fee Files sent on day 1. I cannot remember a time when that has happened.”

“I just used the forecast bill tool in response from our strategic initiatives to a request for a fee estimate for one of our firms. I was really impressed with how quick and easy it was to get this information. Regardless of the temporary limitation with queries, I think this will be a really powerful tool for us.”

“Thanks, yes it was very easy to do. Before, billing being priority, I would have to stop other tasks and work on the next step in billing process. This it much more efficient for me.”

Here are some wins we’ve received from our Advisors:

“Yesterday all billing targets were met, including the process of fee files. Historically this has been rare.”
“Thanks, yes it was very easy to do. Before, billing being priority, I would have to stop other tasks and work on the next step in billing process. This it much more efficient for m…[Read more]

“Yesterday all billing targets were met, including the process of fee files. Historically this has been rare.”
“Thanks, yes it was very easy to do. Before, billing being priority, I would have to stop other tasks and work on the next step in billing process. This it much more efficient for me.”
“I just used the forecast bill tool in respo…[Read more]

“Yesterday all billing targets were met, including the process of fee files. Historically this has been rare.”