- Insurance
- Retirement
Billing & Fee Management
Rapidly build and effectively manage an end-to-end fee billing & expense management platform to drive efficiencies, reduce costs, and increase compliance.
How Unqork helps you
Rapidly build an end-to-end billing & fee management solution to set-up, calculate, and schedule fees, manage allocations, automatically generate client invoices and reporting. Flexibly add and edit new fee types, including one-time or recurring fees, as well as minimums, maximums, credits, and exclusion of certain assets.
Gain scalability
Easily add custom fee calculations to support new products and customers to enable accelerated product launch.
Achieve operational efficiencies
Streamline and automate high-volume processes to free-up capacity for mission-critical processes.
Improve compliance
Keep your processes up-to-date with evolving state and federal regulations.
Capabilities at a glance
Seamless integrations
Freely (but securely) exchange data between existing legacy systems and external solutions, eliminating the need for manual data entry.
Straight-through processing
Seamlessly integrate workflows from data feed management to fee calculation with in-app fee exception escalation & resolutions.
Easy-to-configure calculation engine
Easily setup & edit fees, credits, discounts, and allocation types, including allocations for revenue.
Dynamic reports & dashboards
Easily create dynamic dashboards based on business requirements and desired frequency.
Embedded contract & regulatory compliance
Ensure regulatory good standing with centralized controls and monitoring.
