Meritsoft signs MiFID2 Research Billing Top 5 brokerage client

Merit are extremely pleased to announce that a Top 5 global institution has signed up for its MiFID2 Research fee calculation, reconciliation and invoicing solution.

Merit, who has 17 years’ experience in complex fee and invoicing, billing solution provision was selected by this global house to automate Research billing processes for the pending introduction of new MiFID2 transparency requirements.  This client joins several other houses leveraging Merit technology in order to automate activities in this area.

As with all of Merit’s solutions our MiFID2 and CSA solution leverages our globally proven FINBOS platform delivering operational Intelligent Process Automation and handling a range of Regulatory, Tax and operational requirements across financial institutions global activities.  Our solutions are well proven in aiding houses regulatory requirements, providing real-time oversight and accrual processing, as well as automating complicated fee and tax calculations, and associated invoicing/billing activities.

For more details on what Meritsoft solutions can do in this area, please contact us at or call +44 20 3865 4641.