Stop wasting weeks calculating your management fees in Excel
Are you wasting too much time calculating your management fees using spreadsheets? Frustrated about errors and missing fees? Worried you won't be able to reproduce the exact number during the next audit?
BARS lets you create the most complicated master fee schedules, generate error-free reports and submit files to your custodians... with just a couple of clicks.
Stop crunching numbers by hand, get paid faster and breeze through audits with quick and reliable calculations you can trace back anytime.
I love how all the number crunching is done automatically, and all we have to do is review the reports and invoices. Also, how much easier it is to go through audits now. One time before we were using BARS, the auditor asked us about a historical fee, and it was very difficult to recreate it exactly. With BARS, automatically archiving our data, we can now recreate any number with just a couple of clicks.
Linda Parkinson, Owner, Greylin Investment Management, Inc.
Automate manual work & get paid faster
Once you set it up, BARS runs like a well-oiled machine that does calculations you used to spend weeks on with just a couple of clicks. The best part - you have peace of mind knowing there are no errors and get paid (much) faster.
Integrate with any PMS
Create almost any type of logic
Automate standard functions
Calculate other types of fees,not just management fees
Reconcile payments with ease
Trusted with $20 billion AUM by:
Everything you'd expect from billing and reporting software. And more.
Integration with most any PMS
Creation of most any type of logic
Automation of standard functions
Calculation of other fee types
Complete auditing of all activity
Flexible, on-demand reports
Custom fields as filters
Compliant with industry standards
Preservation of historical data
Highest levels of security
Outstanding customer support
Our previous process was almost entirely manual calculation and reconciliation. It would take us weeks to get an initial number, let alone audited numbers. Even then, we were still missing fees and spending significant amounts of time trying to collect them. BARS now automates it all and provides reports to do the reconciliation. We feel confident that we’re getting accurate results.
Allison Rzepiejewski, Billing Operations, Advisors Management Group, Inc.