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Collect fees and manage revenue your
way with flexible billing solutions
tailored to your firm’s needs
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.
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.
Flexible billing solutions built to adapt to your fee schedules and structures - so you can run your business your way.
Flexible, automated billing lets you collect fees in advance or in arrears, monthly or quarterly, using customizable fee types and schedules, easily assigned at the group, advisor and individual client levels. Fee structure options include asset-based or subscription-based pricing.
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.
Our billing platform can handle even the most advanced billing requirements, including discounts, exclusions, overrides, advisor fee splits, billing households and flexible fee periods.
For accounts billed in advance, improve efficiency and transparency by automatically netting adjustments for the prior period into the next period's advance bill.
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.
Our billing platform's various reports and invoices can be branded with your firm's look and feel, helping to enhance the client experience you provide.
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.”
Company
Confidential
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!”
Client Relations Associate,
Financial Designs Corp.