Solution introduction
Launch your fee-for-service offering with confidence
Prove the potential of fee-for-service financial planning with a purpose-built platform that simplifies billing and grows with your client base
Start small, scale as you grow
Keep your fee-for-service operations simple
- No need to collect paper checks and enter bills every month or quarter - create subscriptions to automatically send invoices and collect ongoing payments via ACH or credit card
- Quickly determine the right fees for an engagement with customizable fee calculators based on income, net worth, complexity, or other factors
- Seamlessly upgrade your account to our Professional plan when you have more than 10 clients or need additional capabilities like custom branding, eSignature, or integrations
Be confident about compliance
- Never worry about regulatory compliance thanks to our features designed to meet FINRA, SEC, and state requirements
- Accept credit card and ACH payments without triggering custody to avoid additional compliance oversight requirements
- Protect your clients’ sensitive data with robust security measures
- Eliminate the risk of being kicked off generic payment processing platforms
