Are you tired of the tedious task of collecting and reconciling RG97 fee information scattered across multiple spreadsheets? Are inconsistent and incomplete forms from investment managers draining your time and resources? Say goodbye to these inefficiencies with our manager fee collection solution.
An efficient, scalable and secure solution
Frontier Advisors’ RG97 fee collection tool on our Partners Platform allows you to take control of the entire reconciliation process.
Our cloud-based system streamlines fee collection workflows, providing you and your investment manager counterparts with a user-friendly and centralised platform.
Key benefits
- Streamline your workflow – eliminate the need to send spreadsheet requests to your investment manager contacts, saving you valuable time and reducing the clutter of managing multiple spreadsheets and reconciling data.
- Ensure data consistency – our tool follows industry-standard data collection formats, providing reliable and accurate information formatted the way you need it.
- Improve project management – manage work status and deadlines with our audit trail capability. Easily monitor all changes made, view request history, data changes and submissions.
- Ensure data is kept secure – benefit from encrypted storage and transmission protocols, guaranteeing the integrity of data throughout the collection process.
- Access our support team – our dedicated in-house client service specialists are available to assist clients within their time zone.
Maintain control of the process from start-to-finish
Learn more
Interested in learning more about the RG97 fee collection tool? If you are an existing Frontier client, get in touch with your dedicated client team to schedule a demonstration. Alternatively, you can reach out to our Senior Relationship Manager, Daman Grewal or the Partners Platform Team using the details below.
Business development enquiries
Daman Grewal
Email: dgrewal@frontieradvisors.com.au
Client service enquiries
Partners Platform
Email: pp@frontieradvisors.com.au
