The Solution: HUB Fund Expense Allocations

The firm selected HUB Fund Expense Allocations, a SaaS solution to simplify and automate its fund expense allocations process.

• Collected and organized all expenses data across all of their sources, with workflow to manage and allocate their expenses and track through to payments.

• Real time exception based workflow that automatically calculates and verifies fund level expenses. 
• Manual workloads minimized by automated expense allocations

The solution demonstrated HUB’s ability to handle the firms expense management needs with flexibility, speed, and precision.