{"id":13240,"date":"2021-05-18T04:00:00","date_gmt":"2021-05-18T04:00:00","guid":{"rendered":"https:\/\/www.unqork.com\/resources\/demo-group-retirement-billing-and-fee-management\/"},"modified":"2024-04-02T20:18:04","modified_gmt":"2024-04-02T20:18:04","slug":"demo-group-retirement-billing-and-fee-management","status":"publish","type":"resources","link":"https:\/\/www.unqork.com\/resource-center\/video\/demo-videos\/demo-group-retirement-billing-and-fee-management\/","title":{"rendered":"Demo: Group Retirement Billing and Fee Management"},"content":{"rendered":"\n        <section class=\"bs-section bs-section-a3e2e2f19668c5eafb3429750952aea3578f8222 bs-section---default bs-section--progress-bar-scroll  \"><div class=\"container-fluid\">\n        <div class=\"bs-row row   bs-row---default\">\n        <div class=\" bs-column col-sm-12   bs-column-5f6574ebb29ac8d58ab608d2aff5b1bbe4f96332 bs-column---default     \"><\/div>\n        <\/div>\n        <\/div><\/section>\n        \n\n        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class=\"wp-block-post-title\">Demo: Group Retirement Billing and Fee Management<\/h1>\n        \n        <div class='media-elements bs-media-element---default enable'>    <div class='bs-common-image'>\n                            <figure class='figure justify-content-start d-flex'>\n                            <picture>\n                            \n                            <img data-src='https:\/\/www.unqork.com\/wp-content\/uploads\/2021\/05\/db5222351e94d0ad1c93154811ab97bc-1.jpg' class='img-fluid lazyload'   alt='placeholder' title='' src='data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==' style='--smush-placeholder-width: 2380px; --smush-placeholder-aspect-ratio: 2380\/1274;' \/><noscript><img src='https:\/\/www.unqork.com\/wp-content\/uploads\/2021\/05\/db5222351e94d0ad1c93154811ab97bc-1.jpg' class='img-fluid'   alt='placeholder' title=''  \/><\/noscript>\n                            <\/picture>\n                                \n                     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bs-section--inner-js-content bs-section--newsroom-inner-body  \"><div class=\"container\">\n        <div class=\"bs-row row   bs-row---default\">\n        \n        <div class=\" bs-column col-sm-12   bs-column-5f6574ebb29ac8d58ab608d2aff5b1bbe4f96332 bs-column---default     \">\n        \n        <script src=\"https:\/\/fast.wistia.com\/embed\/medias\/9ifriu0nur.jsonp\" async><\/script><script src=\"https:\/\/fast.wistia.com\/assets\/external\/E-v1.js\" async><\/script><div class=\"wistia_responsive_padding\" style=\"padding:56.25% 0 0 0;position:relative;\"><div class=\"wistia_responsive_wrapper\" style=\"height:100%;left:0;position:absolute;top:0;width:100%;\"><div class=\"wistia_embed wistia_async_9ifriu0nur seo=false videoFoam=true\" style=\"height:100%;position:relative;width:100%\"><div class=\"wistia_swatch\" style=\"height:100%;left:0;opacity:0;overflow:hidden;position:absolute;top:0;transition:opacity 200ms;width:100%;\"><\/div><\/div><\/div><\/div><p dir=\"\" ltr\"\"><span id=\"\" docs-internal-guid-bb202180-7fff-1e67-bdf7-a983bd693ebf\"\">When it comes to billing &amp; fee management for retirement providers, many solutions are overly reliant on manual processes across numerous disparate systems (both legacy and external), which can result in long cycle times for calculating plan fees (if it\u2019s even supported), high operational costs, increased likelihood of errors, and poor customer satisfaction. Furthermore, these decentralized systems provide limited administrative controls, are inherently opaque, and offer little-to-no analytics capabilities that might guide future improvements.&nbsp;<\/span><\/p>\n<!--more--><div>\n <p dir=\"\" ltr\"\"><span id=\"\" docs-internal-guid-9a625192-7fff-84d6-daac-afd7326e64c2\"\">With Unqork, firms can rapidly build an end-to-end <\/span><strong>billing &amp; fee management solution<\/strong> to easily set-up, calculate, and schedule custom fees and allocations, and auto-generate client invoices and reporting. With Unqork, firms are able to flexibly add and edit new fee types, including one-time or recurring fees, as well as minimums, maximums, credits, and exclusion of certain assets.&nbsp;<\/p>\n <div>\n  <span id=\"\" docs-internal-guid-3b7eea37-7fff-048a-cb9d-26c3966b4e4b\"\">Watch this brief demonstration as we walk you through how easy it is for users to set-up, calculate, and schedule custom fees and allocations.<\/span>\n <\/div>\n<\/div>\n        <\/div>\n        <\/div>\n        <\/div><\/section>\n         \n        \n        <section class=\"bs-section bs-section-be24a151ee5ee16e1dd8cbbd9d8701665c7cdf01 bs-section---default bs-section--common-posts bs-section--common-related-post bs-section--blog-inner-post-slider bs-section--see-how-unqork-slider  \"><div class=\"container\">\n        <div class=\"bs-row row   bs-row---default\">\n        <div class=\" bs-column col-sm-12   bs-column-5f6574ebb29ac8d58ab608d2aff5b1bbe4f96332 bs-column---default     \">\n        <h2 class=\"wp-block-heading has-text-align-left has-unqork-blue-color has-text-color\">You Might Also Be Interested in<\/h2>\n        <\/div>\n        <\/div>\n        \n        \n        \n        <div class=\"bs-row row   bs-row---default\">\n        <div class=\" bs-column col-sm-12 col-lg-12   bs-column-ec188d90ffde58788f8e17686281e8787a0863a3 bs-column---default     \"><div class=\"bs-slider\"><div class=\"blog-inner-slick-slider\" data-slick='{\"dots\":false,\"infinite\":false,\"slidesToShow\":3,\"slidesToScroll\":1,\"speed\":1000,\"responsive\":[{\"breakpoint\":960,\"settings\":{\"dots\":true,\"arrows\":false,\"slidesToShow\":1,\"slidesToScroll\":1}}]}'><div class=\"bs-post \"><a class=\"bs-post__trigger\" href='https:\/\/www.unqork.com\/resource-center\/video\/unqork-government-live-build-challenge-24-auxo-fsa-loan-application-solution\/' target='_self'><div class=\"bs-post__inner \"><div class=\"bs-post__details\"><div class=\"bs-post__date\"> <span>Jul 16, 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