Fee billing built for
your business
Collect fees and manage revenue your
way with flexible billing solutions
customized to your firm’s needs
Adaptive, automated solutions
streamline the billing process
control over your fee schedules
your way
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.
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.
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
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.
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.
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Hear from advisors improving
efficiency with automated billing
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.