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Fee billing built for
your business

Collect fees and manage revenue your
way with flexible billing solutions
tailored to your firm’s needs

AdvisorEngine Wealth Management Technology - Fee Billing
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BENEFITS

Adaptive, automated solutions
optimize the billing process

Spend less time crunching numbers with an automated billing process
that provides more flexibility and transparency
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Automated billing,
done your way
Whether you bill in arrears or in advance, use layered fee structures or have multiple fee schedules, calculate average daily balance or period end, our billing solutions flex to fit your processes, not the other way around.
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Transparency =
client trust

Drill down into period-by-period data from client fee collections to advisor payouts, and help clients understand exactly how fees were generated with historic reporting capabilities.

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No more "fat finger"
errors

Reduce errors with guided configurations for fee settings and a billing platform which fully details the math behind all results, significantly reducing the need for manual calculations.

FEATURES

Powerful billing features,
tailored to your business

Flexible billing solutions built to adapt to your fee schedules and structures - so you can run your business your way.

Fully configurable platform

Collect fees in most every framework, including customizable fee types and schedules, and create truly personalized programs by segmenting clients and advisors into billing groups with their own unique configurations.

AdvisorEngine Wealth Management Technology - Fee Billing - Billing Center
Advanced flexibility

Our billing platform can handle even advanced billing requirements like discounts, overrides, advisor splits, billing households and flexible fee periods.

AdvisorEngine Wealth Management Technology - Fee Billing Advanced Capability
Revenue dashboard

Easily access critical revenue insights from a dynamic dashboard that helps inform better decisions across your firm and empower quick action on items like Cash Shortages and Accounts in Error.

AdvisorEngine Wealth Management Technology - Fee Billing - Revenue Dashboard
Built-in compliance support

An auditor wants to see all the billing details from the past six months? Pick that period in the dashboard to review the billing details as all information is compliantly stored in a secured system.

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Branded invoices

Our billing platform's various reports and invoices can be branded with your firm's look and feel, helping to enhance the client service experience you provide.

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WHAT ADVISORS HAVE TO SAY

Hear from advisors improving
efficiency with automated billing

Fill 1

I looked at a lot of different platforms but AdvisorEngine helped us and had the integrations we needed. And the ability to integrate the AdvisorEngine wealth management platform for advisors with our current technologies made it easy for us to gain new functionality without having to completely abandon the tools we had been relying on for years. It was the definition of a win-win.”

Jacque L

Company
Confidential

Fill 1

You have a great product, a wonderful team to work with, and I am happily satisfied with how we are able to use AdvisorEngine to meet so many of our needs in giving our clients red carpet service as well as having what we need to meet compliance regulations. Great job!”

Gizatta Law

Client Relations Associate,
Financial Designs Corp.

Streamline your billing
process

See how our flexible, efficient solutions adapt to your unique billing needs