Fee billing built for
your business

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

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AdvisorEngine Wealth Management Technology - Fee Billing
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BENEFITS

Adaptive, automated solutions
streamline the billing process

Take the tedium out of the month or quarter-end without sacrificing
control over your fee schedules
Billing done your way Icn
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.
Automation-driven efficiency Icn
Automation-driven
efficiency

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.

Fee generation and  collection transparency Icn
Fee generation and
collection transparency

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.

FEATURES

Powerful billing features personalized
for your processes

We built our billing solutions and flexible capabilities 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 - Customizable Platform
Capabilities

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 - Revenue Dashboard
EBOOK:

Delivering wealth management data for advisors and clients

Take an in-depth look at AdvisorEngine's process behind delivering accurate and timely wealth management data.

AdvisorEngine Wealth Management Technology - Fee Billing EBook
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