Demo: Group Retirement Billing and Fee Management

When it comes to billing & fee management for retirement providers, many solutions are overly reliant on manual processes across numerous disparate systems (both legacy and external), which can result in long cycle times for calculating plan fees (if it’s even supported), high operational costs, increased likelihood of errors, and poor customer satisfaction. Furthermore, these decentralized systems provide limited administrative controls, are inherently opaque, and offer little-to-no analytics capabilities that might guide future improvements. 

With Unqork, firms can rapidly build an end-to-end billing & fee management solution to easily set-up, calculate, and schedule custom fees and allocations, and auto-generate client invoices and reporting. With Unqork, firms are able to flexibly add and edit new fee types, including one-time or recurring fees, as well as minimums, maximums, credits, and exclusion of certain assets. 

Watch this brief demonstration as we walk you through how easy it is for users to set-up, calculate, and schedule custom fees and allocations.
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Demo: Group Retirement Plan Sponsor Onboarding
Demo: Group Retirement Plan Sponsor Onboarding

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