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Billing

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https://www.blueleaf.com/

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Solution introduction

Effortless, Powerful Billing

A billing solution that can support the needs of thousands of advisors as easily as one

Key Features

  • Automated billing
  • Automated invoice delivery
  • Bill on held-away assets
  • Customizable invoices
  • Flexible setup
  • Multi-custodial
  • Billing alerts
  • Multi-advisor payouts
  • Full-service onboarding

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