How does all this fit together?.

People in the mutual fund industry have heard about Capnetix and invoice processing for several years now.  What's been missing for executives, is how invoice processing connects to their higher level business issues, such as expense ratios and distribution relationships.  Here are a couple of pointers that connect them together:

Finance needs operations to give them actual expense and asset data for helping relationship managers develop profitable, win/win distribution relationships.  InvoiceConnect gives them data, straight from their own invoices.

Without visibility into actual distribution performance, fund companies can push assets into non-profitable distribution relationships, driving up expense ratios.  Analytics gives finance and relationship managers visibility into how their assets actually perform, and show revenues relative to expenses for omnibus assets.

Operations struggles to keep up with the mounting relationship/invoice complexity, with no budget.  InvoiceConnect automates the processing of invoices, providing 100% line item validation, provides an up to date database of every parameter of every contract, and allocates expenses to the funds or corporate according to rules specified by directors and finance executives.