eBooks April 2, 2020

Billing

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Billing is a tool on the Clearwater platform that enables users to efficiently manage client billing in a single, automated system. The easy-to-use interface enables you to configure how fees are calculated, store prior invoices for auditing, and track invoice workflow. The tool also supports a variety of billing structures and schedules.

Most important, Clearwater’s billing is automated. The data drawn into the billing tool is the same accurate, up-to-date investment information maintained by Clearwater’s daily reconciliation and validation process.

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