Solution introduction
For advisors & planners
Our simple and cost-effective cloud-based advisory billing software
BillFin™ is billing simplified
Choice platform for the modern RIA and financial advisor.
Advisory fees
Calculate flat, tiered, and banded AUM fees. Bill in advance or in arrears, based on end of period or average daily balance. Easily set-up asset exclusions by household, account, asset class, and/or individual security. All at the fingertips of advisors and finance professionals, with secure access and controls.
Let BillFin™ help you unlock your potential for negotiating competitive and unique advisory agreements.
