michael.pendergrass
Acronym
Envestnet|BillFin
Product ID
Payouts
Description

A standalone fee splitting or compensation tool that allows firms to accurately pay out their advisors, solicitors, and other reps. 
 

Images
Image
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Details
  • Define your payees
  • Accurately pay your firm, advisors, solicitors, consultants, and other representatives.
Image
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Details
  • Payout Rules
  • Set up specific rules based on your firm’s set standards and the advisor’s negotiated rate. Rules can be set up on the firm-level, client-level, or account-level. 
Features
  • A platform-agnostic fee-splitting solution
  • Use with your existing billing software
  • Compensate your advisors more efficiently
     
Vendors
Envestnet|BillFin
Management Style
Discount - Yes
Schwab Products
SIT Provider
Section
Other
Practice Management
Ad Hoc Tags
DoubleClick Tags

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