With an automated billing process – including assigning fee schedules, generating fees and payouts, and generating billing files formatted for each custodian. Spend less time crunching numbers and more time with clients.
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.
We built our billing solutions and flexible capabilities to adapt to your fee schedules and structures,
so you can run your business your way
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.
Our billing platform can handle even advanced billing requirements like discounts, overrides, advisor splits, billing households and flexible fee periods.
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.
Take an in-depth look at AdvisorEngine's process behind delivering accurate and timely wealth management data.
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.”
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.
See how our flexible, efficient solutions adapt to your unique billing needs