{"id":33221,"date":"2025-07-09T14:07:11","date_gmt":"2025-07-09T12:07:11","guid":{"rendered":"https:\/\/stage2.convotis.com\/es\/?p=33221"},"modified":"2025-08-10T12:02:16","modified_gmt":"2025-08-10T10:02:16","slug":"customer-story-vontobel-asset-management-ag","status":"publish","type":"post","link":"https:\/\/www.convotis.com\/es\/en\/news\/customer-story-vontobel-asset-management-ag\/","title":{"rendered":"Vontobel Asset Management AG"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"33221\" class=\"elementor elementor-33221\" data-elementor-post-type=\"post\">\n\t\t\t\t<div class=\"elementor-element elementor-element-68a133b7 e-flex e-con-boxed e-con e-parent\" data-id=\"68a133b7\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-2e72cbd2 e-flex e-con-boxed e-con e-child\" data-id=\"2e72cbd2\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-551d0ba9 elementor-widget elementor-widget-heading\" data-id=\"551d0ba9\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h1 class=\"elementor-heading-title elementor-size-default\"><strong>Vontobel Asset Management AG<\/strong><br>Automated Fee Processing for Institutional Asset Management<\/h1>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-7f988538 e-con-full e-flex e-con e-child\" data-id=\"7f988538\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;,&quot;background_motion_fx_motion_fx_scrolling&quot;:&quot;yes&quot;,&quot;background_motion_fx_translateY_effect&quot;:&quot;yes&quot;,&quot;background_motion_fx_devices&quot;:[&quot;desktop&quot;,&quot;laptop&quot;,&quot;tablet&quot;],&quot;background_motion_fx_translateY_speed&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:4,&quot;sizes&quot;:[]},&quot;background_motion_fx_translateY_affectedRange&quot;:{&quot;unit&quot;:&quot;%&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:{&quot;start&quot;:0,&quot;end&quot;:100}}}\">\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-23d44593 e-con-full e-flex elementor-invisible e-con e-child\" data-id=\"23d44593\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;animation&quot;:&quot;fadeIn&quot;}\">\n\t\t<div class=\"elementor-element elementor-element-5d006e07 e-con-full e-flex e-con e-child\" data-id=\"5d006e07\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-396b3cb4 elementor-widget elementor-widget-image\" data-id=\"396b3cb4\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"300\" height=\"173\" src=\"https:\/\/www.convotis.com\/es\/wp-content\/uploads\/sites\/3\/2025\/07\/Vontobel-Asset-Management-AG-300x173.png\" class=\"attachment-medium size-medium wp-image-33217\" alt=\"\" srcset=\"https:\/\/www.convotis.com\/es\/wp-content\/uploads\/sites\/3\/2025\/07\/Vontobel-Asset-Management-AG-300x173.png 300w, https:\/\/www.convotis.com\/es\/wp-content\/uploads\/sites\/3\/2025\/07\/Vontobel-Asset-Management-AG.png 520w\" sizes=\"auto, (max-width: 300px) 100vw, 300px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-450f848d elementor-widget elementor-widget-text-editor\" data-id=\"450f848d\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><strong>Industry: <\/strong>Finance &amp; Tax<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-7d9c39d9 e-con-full e-flex e-con e-child\" data-id=\"7d9c39d9\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-49bea17b elementor-widget elementor-widget-heading\" data-id=\"49bea17b\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Vontobel Asset Management AG, headquartered in Zurich, is a leading asset manager with a strong heritage in Swiss financial services and global investment expertise. <\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-29ee435b elementor-widget elementor-widget-text-editor\" data-id=\"29ee435b\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>As institutional client demands and regulatory requirements grew, the company needed an automated, auditable solution for handling fee calculation &#8211; focused on accuracy, operational efficiency, and process transparency across all billing models.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-3420c045 e-flex e-con-boxed e-con e-parent\" data-id=\"3420c045\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-2435f62b e-con-full e-flex e-con e-child\" data-id=\"2435f62b\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<div class=\"elementor-element elementor-element-6dd14a2c e-con-full e-flex e-con e-child\" data-id=\"6dd14a2c\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-792cc202 e-con-full e-flex e-con e-child\" data-id=\"792cc202\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-5206382 e-con-full e-flex e-con e-child\" data-id=\"5206382\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<div class=\"elementor-element elementor-element-36f3da1d e-con-full e-flex e-con e-child\" data-id=\"36f3da1d\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<div class=\"elementor-element elementor-element-7e600f26 e-con-full e-flex e-con e-child\" data-id=\"7e600f26\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-61d03731 elementor-widget elementor-widget-heading\" data-id=\"61d03731\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Status quo<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-544374cb e-con-full e-flex e-con e-child\" data-id=\"544374cb\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-2e51fc7d e-con-full e-flex e-con e-child\" data-id=\"2e51fc7d\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;motion_fx_translateY_effect&quot;:&quot;yes&quot;,&quot;motion_fx_motion_fx_scrolling&quot;:&quot;yes&quot;,&quot;motion_fx_translateY_affectedRange&quot;:{&quot;unit&quot;:&quot;%&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:{&quot;start&quot;:0,&quot;end&quot;:50}},&quot;motion_fx_devices&quot;:[&quot;desktop&quot;,&quot;laptop&quot;],&quot;motion_fx_translateY_speed&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:4,&quot;sizes&quot;:[]}}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-26c86e8a icon-container elementor-view-default elementor-widget elementor-widget-icon\" data-id=\"26c86e8a\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"icon.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-icon-wrapper\">\n\t\t\t<div class=\"elementor-icon\">\n\t\t\t<i aria-hidden=\"true\" class=\"icon icon-eye-thin\"><\/i>\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-446c950e elementor-widget elementor-widget-text-editor\" data-id=\"446c950e\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><strong>Before the project, fee processing for institutional mandates involved manual steps and fragmented workflows.<\/strong><\/p><p>Handling complex contracts, multiple mandates, and different billing cycles was time-consuming and error-prone. As the number of institutional clients increased, so did the need for a centralized, rules-based, and scalable solution to streamline fee processing and ensure regulatory compliance.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-7c9459fa e-con-full e-flex e-con e-child\" data-id=\"7c9459fa\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<div class=\"elementor-element elementor-element-beace4b e-con-full e-flex e-con e-child\" data-id=\"beace4b\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<div class=\"elementor-element elementor-element-573d0045 e-con-full e-flex e-con e-child\" data-id=\"573d0045\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-116a8d19 elementor-widget elementor-widget-heading\" data-id=\"116a8d19\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">The challenge<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-3d3b2822 e-con-full e-flex e-con e-child\" data-id=\"3d3b2822\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-59452964 e-con-full e-flex e-con e-child\" data-id=\"59452964\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;motion_fx_translateY_effect&quot;:&quot;yes&quot;,&quot;motion_fx_motion_fx_scrolling&quot;:&quot;yes&quot;,&quot;motion_fx_translateY_affectedRange&quot;:{&quot;unit&quot;:&quot;%&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:{&quot;start&quot;:0,&quot;end&quot;:50}},&quot;motion_fx_devices&quot;:[&quot;desktop&quot;,&quot;laptop&quot;],&quot;motion_fx_translateY_speed&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:4,&quot;sizes&quot;:[]}}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-680ad487 icon-container elementor-view-default elementor-widget elementor-widget-icon\" data-id=\"680ad487\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"icon.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-icon-wrapper\">\n\t\t\t<div class=\"elementor-icon\">\n\t\t\t<i aria-hidden=\"true\" class=\"icon icon-flag-banner-fold-thin\"><\/i>\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-410f9c3b elementor-widget elementor-widget-text-editor\" data-id=\"410f9c3b\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><strong>The objective was to implement an automated solution to calculate complex institutional billing structures across performance and management fees.<\/strong><\/p><p>The system had to cover varying contract terms, support traceable audit paths, and replace manual processes. Flexibility, transparency, and seamless integration with downstream systems were essential &#8211; alongside the ability to handle large volumes of fee-relevant data efficiently and without errors.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-18b6e234 e-con-full e-flex e-con e-child\" data-id=\"18b6e234\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<div class=\"elementor-element elementor-element-63acd5b8 e-con-full e-flex e-con e-child\" data-id=\"63acd5b8\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<div class=\"elementor-element elementor-element-71dc6237 e-con-full e-flex e-con e-child\" data-id=\"71dc6237\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-102ef79e elementor-widget elementor-widget-heading\" data-id=\"102ef79e\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">The solution<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-79678310 e-con-full e-flex e-con e-child\" data-id=\"79678310\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-52b1aea0 e-con-full e-flex e-con e-child\" data-id=\"52b1aea0\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;motion_fx_translateY_effect&quot;:&quot;yes&quot;,&quot;motion_fx_motion_fx_scrolling&quot;:&quot;yes&quot;,&quot;motion_fx_translateY_affectedRange&quot;:{&quot;unit&quot;:&quot;%&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:{&quot;start&quot;:0,&quot;end&quot;:50}},&quot;motion_fx_devices&quot;:[&quot;desktop&quot;,&quot;laptop&quot;],&quot;motion_fx_translateY_speed&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:4,&quot;sizes&quot;:[]}}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-55ccf273 icon-container elementor-view-default elementor-widget elementor-widget-icon\" data-id=\"55ccf273\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"icon.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-icon-wrapper\">\n\t\t\t<div class=\"elementor-icon\">\n\t\t\t<i aria-hidden=\"true\" class=\"icon icon-lightbulb-thin\"><\/i>\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-32168896 elementor-widget elementor-widget-text-editor\" data-id=\"32168896\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><strong>Vontobel adopted the CONVOTIS Fee Management platform, integrated with a Billing &amp; Revenue Management (BRM) system.<\/strong><\/p><p>The solution combines mandate logic, contract rules, and billing cycles in one platform. Automated workflows handle calculations, validations, and data transfer to reporting and booking systems. The implementation was carried out in close collaboration with Vontobel\u2019s internal IT team and extended with custom compliance modules.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-18d032bd e-con-full e-flex e-con e-child\" data-id=\"18d032bd\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<div class=\"elementor-element elementor-element-4a8bd294 e-con-full e-flex e-con e-child\" data-id=\"4a8bd294\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<div class=\"elementor-element elementor-element-1d83da33 e-con-full e-flex e-con e-child\" data-id=\"1d83da33\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-2c37f7f elementor-widget elementor-widget-heading\" data-id=\"2c37f7f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">The result<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-5211242f e-con-full e-flex e-con e-child\" data-id=\"5211242f\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-5dd924ff e-con-full e-flex e-con e-child\" data-id=\"5dd924ff\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;motion_fx_translateY_effect&quot;:&quot;yes&quot;,&quot;motion_fx_motion_fx_scrolling&quot;:&quot;yes&quot;,&quot;motion_fx_translateY_affectedRange&quot;:{&quot;unit&quot;:&quot;%&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:{&quot;start&quot;:0,&quot;end&quot;:50}},&quot;motion_fx_devices&quot;:[&quot;desktop&quot;,&quot;laptop&quot;],&quot;motion_fx_translateY_speed&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:4,&quot;sizes&quot;:[]}}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-490026ac icon-container elementor-view-default elementor-widget elementor-widget-icon\" data-id=\"490026ac\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"icon.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-icon-wrapper\">\n\t\t\t<div class=\"elementor-icon\">\n\t\t\t<i aria-hidden=\"true\" class=\"icon icon-check-thin\"><\/i>\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-24548db6 elementor-widget elementor-widget-text-editor\" data-id=\"24548db6\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p data-start=\"6513\" data-end=\"6968\"><strong>Vontobel automated billing for over 100 institutional mandates.<\/strong><\/p><p data-start=\"6513\" data-end=\"6968\">The solution significantly reduced processing time and manual workload while improving auditability and accuracy. Regulatory requirements are now fully met through detailed tracking and reporting features. The platform supports scalable, rule-based billing logic and has become a core system for Vontobel\u2019s institutional asset management division.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-48124029 e-con-full e-flex e-con e-child\" data-id=\"48124029\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<div class=\"elementor-element elementor-element-2ebffb64 e-con-full e-flex e-con e-child\" data-id=\"2ebffb64\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-5f37e4f8 e-con-full elementor-hidden-mobile e-flex e-con e-child\" data-id=\"5f37e4f8\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-15eeb9a4 section e-flex e-con-boxed e-con e-parent\" data-id=\"15eeb9a4\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-41f1add e-flex e-con-boxed elementor-invisible e-con e-child\" data-id=\"41f1add\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;animation&quot;:&quot;fadeIn&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-3e44a519 e-con-full e-flex e-con e-child\" data-id=\"3e44a519\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-406b7b70 elementor-widget elementor-widget-heading\" data-id=\"406b7b70\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\"><strong>Technical<\/strong><br>\nHighlights<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-6c41cd0d elementor-widget elementor-widget-text-editor\" data-id=\"6c41cd0d\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Even complex projects can be summarised in clear technical terms. Key figures and distinctive features provide insight into the concrete implementation \u2013 measurable, tangible, and transparent.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-3fd53fd e-con-full e-flex e-con e-child\" data-id=\"3fd53fd\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-ee603e4 elementor-icon-list--layout-traditional elementor-list-item-link-full_width elementor-widget elementor-widget-icon-list\" data-id=\"ee603e4\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"icon-list.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<ul class=\"elementor-icon-list-items\">\n\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Implementation of CONVOTIS Fee Management<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Integration with BRM logic and mandate structures<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Automated billing for performance and management fees<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Integrated validation and audit tracking<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Exportable compliance reports<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Connected to internal ERP and accounting systems<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t<\/ul>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-cfed4e8 e-flex e-con-boxed e-con e-parent\" data-id=\"cfed4e8\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-2c610fc e-flex e-con-boxed e-con e-child\" data-id=\"2c610fc\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-5e88cf7 e-con-full e-flex elementor-invisible e-con e-child\" data-id=\"5e88cf7\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;motion_fx_motion_fx_scrolling&quot;:&quot;yes&quot;,&quot;motion_fx_translateY_effect&quot;:&quot;yes&quot;,&quot;motion_fx_translateY_affectedRange&quot;:{&quot;unit&quot;:&quot;%&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:{&quot;start&quot;:0,&quot;end&quot;:51}},&quot;motion_fx_devices&quot;:[&quot;desktop&quot;,&quot;laptop&quot;,&quot;tablet&quot;],&quot;animation&quot;:&quot;fadeIn&quot;,&quot;motion_fx_translateY_speed&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:4,&quot;sizes&quot;:[]}}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-23d168a elementor-widget elementor-widget-text-editor\" data-id=\"23d168a\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>With CONVOTIS, we made our billing workflows significantly more efficient. The cooperation was highly professional and solution-focused. We can fully recommend CONVOTIS as a financial software partner.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-821845f elementor-widget elementor-widget-text-editor\" data-id=\"821845f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Gregor Wabel, Head of Fees &amp; Billing I Vontobel Asset Management AG<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-1cd9490a section e-flex e-con-boxed e-con e-parent\" data-id=\"1cd9490a\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-774ee03 e-con-full e-flex elementor-invisible e-con e-child\" data-id=\"774ee03\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;animation&quot;:&quot;fadeIn&quot;}\">\n\t\t<div class=\"elementor-element elementor-element-c76cbbd e-con-full e-flex e-con e-child\" data-id=\"c76cbbd\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-e9c720b elementor-widget elementor-widget-heading\" data-id=\"e9c720b\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\"><strong>Your IT Transformation starts here.<\/strong><br>\nLet\u2019s talk about your goals.<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-f1b5cbb elementor-widget elementor-widget-text-editor\" data-id=\"f1b5cbb\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>You\u2019ve seen our success stories \u2013 now let\u2019s plan your IT transformation together. Whether you are at the beginning of your digital journey or ready for the next step, our experts are here to support you.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-5b88f88 elementor-widget elementor-widget-convotis-bootstrap-button\" data-id=\"5b88f88\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"convotis-bootstrap-button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<a href=\"https:\/\/www.convotis.com\/es\/en\/contact\/\" target=\"_blank\" class=\"btn btn-primary\">Plan next steps<\/a>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-10c0ad7 e-con-full e-flex e-con e-child\" data-id=\"10c0ad7\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-905e65b elementor-widget elementor-widget-convotis-image-box\" data-id=\"905e65b\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;motion_fx_translateY_effect&quot;:&quot;yes&quot;,&quot;motion_fx_devices&quot;:[&quot;desktop&quot;,&quot;laptop&quot;,&quot;tablet&quot;],&quot;_animation&quot;:&quot;none&quot;,&quot;motion_fx_motion_fx_scrolling&quot;:&quot;yes&quot;,&quot;motion_fx_translateY_affectedRange&quot;:{&quot;unit&quot;:&quot;%&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:{&quot;start&quot;:0,&quot;end&quot;:50}},&quot;motion_fx_translateY_speed&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:1,&quot;sizes&quot;:[]}}\" data-widget_type=\"convotis-image-box.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t        <div class=\"image-box border-bottom-left\" style=\"max-width: auto;\">\r\n            <div class=\"image-wrapper has-img-bg\" data-background-url=\"https:\/\/www.convotis.com\/es\/wp-content\/uploads\/2025\/05\/Get-in-Touch-with-CONVOTIS.png\">\r\n                            <\/div>\r\n        <\/div>\r\n        \t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Vontobel implemented a rules-based billing solution for institutional mandates using calculo. The platform automates fee calculations and ensures audit readiness while supporting high volumes and complex billing models.<\/p>\n","protected":false},"author":7,"featured_media":35918,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"elementor_header_footer","format":"standard","meta":{"_acf_changed":false,"content-type":"","footnotes":""},"categories":[551,367],"tags":[],"class_list":["post-33221","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-customer-stories-en","category-digital-transformation-en"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.4 (Yoast SEO v27.4) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Vontobel automates fee processing with Fee Management.<\/title>\n<meta name=\"description\" content=\"Fee processing for institutional mandates at Vontobel \u2013 automated, efficient, and audit-compliant with CONVOTIS Fee Management.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.convotis.com\/es\/en\/news\/customer-story-vontobel-asset-management-ag\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Vontobel automates fee processing with Fee Management.\" \/>\n<meta property=\"og:description\" content=\"Fee processing for institutional mandates at Vontobel \u2013 automated, efficient, and audit-compliant with CONVOTIS Fee Management.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.convotis.com\/es\/en\/news\/customer-story-vontobel-asset-management-ag\/\" \/>\n<meta property=\"og:site_name\" content=\"CONVOTIS Iberia\" \/>\n<meta property=\"article:published_time\" content=\"2025-07-09T12:07:11+00:00\" \/>\n<meta property=\"article:modified_time\" 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