Designing a Robust and Scalable Expense Allocation Process that Lasts


Expense allocation continues to be a challenge for asset managers due to expense rules that differ between funds, leading to their continued use of error-prone spreadsheets.

In this webinar, Indus Valley Partners subject matter experts will provide a blueprint for designing a robust expense allocation process and discuss how firms are achieving success with automated expense management.

Experts will also share insight on industry best practices and demonstrate how to implement immediate checks and controls, fix leaks, and how to best focus on low effort, high-value targets.

Key Takeaways
  • Common challenges facing the industry
  • Key elements of designing a foolproof process
  • How to remove discretion from the expense allocation process and reduce errors
  • Key benefits of possessing a robust expense allocation policy
  • Preview of a fully automated expense management and allocation model

Expense Allocation Solution

This expense allocation solution helps asset managers improve accuracy and efficiency, reduce the risk of errors, and guarantee compliance. It ensures that in-house teams can process most allocations swiftly, allowing them to focus more on exception handling. Accounts payable and expense allocations are also tracked by the platform through customizable reports. Additionally, it offers easy-to-set-up invoice approvals and maintains a detailed audit trail for approvals, rejections, and changes.

Talk to an IVP Expert

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