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Advisory fees
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Calculate flat, tiered, and banded AUM fees. Bill in advance, in arrears, on end of period values, flows, or average daily balances. Set-up asset exclusions by household, account, asset class, and/ or individual security.
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Send invoices to your clients with one click and split fees between your other reps.
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Collect Fees via Direct Debit or Check
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Easily send your payment file to Schwab instantly using single sign-on between BillFin and Schwab.
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Collect Fees via Direct Debit or Check
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Setup recurring payments (subscriptions) or one-time invoices to collect fees from your clients via credit card or ACH.
Product Description
About this Product
A modern AUM billing solution for RIAs and financial advisors:
- Cloud-based billing hosted via AWS with flexible billing rules.
- Multiple Integrations with self-onboarding completed in hour.
- Automated fee splits and invoice delivery with the click of a button
About Envestnet|BillFin
Envestnet is the Adaptive WealthTech company that helps advisors meet the moment with its comprehensive technology, insights, and industry-leading support. This empowers advisors to make smart decisions throughout every step of a client's financial life. Backed by 25 years of experience and $7.0 trillion in platform assets, Envestnet is trusted by over a third of all financial advisors across many leading banks, wealth managers, brokerages, and RIAs.
Other Products from Envestnet|BillFin
Product Details
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Integration Capabilities
Serving RIAs Since
Discount for Schwab Clients?
0719-93C0
API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® is a service of PTI.
References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.
Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.
Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.