On-Demand Webinar - Billing at Scale

The RIA aggregation wave is accelerating — and with it comes a problem most acquirers don't see coming until it's too late: billing. When you're rolling up firms with different billing schedules, fee structures, and portfolio management systems, the back office can become your biggest liability. 

Hear John O'Connell of The Oasis Group, Seth Johnson of Envestnet, and Caitlin Douglas, COO of Elevation Point, have a candid conversation about what it takes to get billing right at scale.