Rule-engine driven billing and invoicing platform for record keepers

The platform is designed to streamline the billing process and make it easier for the record keepers to manage fee payments.

A rule engine driven automated billing platform for retirement plan providers and record keepers!

The platform is designed to streamline the billing process and make it easier for the record keepers to manage fee payments. It stores all the contractual fee arrangements, calculates fees, and generates invoices for third parties. Plus, the results are fed directly to the customers G/L, Trust, and recordkeeping systems for seamless automation.

But that’s not all – the platform is built using the latest technology, including a Dotnet Core/MSSQL backend, an Angular frontend, and Rabbit MQ as the messaging broker. Plus, we use Azure DevOps for continuous integration and continuous delivery, so the customers can trust that our platform is reliable and up-to-date.

If you’re a retirement plan provider looking to streamline your billing process, give our platform a try. It’s designed specifically with your needs in mind, and we think you’ll love the convenience and efficiency it brings to your business.

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