michael.pendergrass
Acronym
Envestnet|BillFin
Product ID
billfin
Logo
Description
A modern AUM billing solution for RIAs and financial advisors.
Images
Image
Details
- Advisory fees
- 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.
- Send invoices to your clients with one click and split fees between your other reps.
Image
Details
- Collect Fees via Direct Debit or Check
- Easily send your payment file to Schwab instantly using single sign-on between BillFin and Schwab.
Features
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 hours
- Automated fee splits and invoice delivery with the click of a button
Vendors
Management Style
Schwab Products
Section
Solution