Solution introduction

Bill more efficiently—get paid faster

Our end-to-end advisory fee billing system helps you calculate, collect, and post your advisory fees in less time—so you get paid in no time

Streamline your billing operations

  • Manage your cash flow on your terms
    Take control of your cash flow with the flexibility to bill in arrears or in advance, and valued by average daily balance or period ending.
  • Work smarter, not hard to bill accurately
    Review critical information, like missing fee and payout schedules, to make necessary updates before you bill.
  • Save time with custodian-specific fee files
    Forget time-intensive file formatting with fee files custom-created to each custodian’s standards.
  • Let automation do the heavy lifting
    Auto-post fees to track your advisory fee receivables without manually marking accounts “fees as paid.”

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