Simplify billing and reporting
Streamline operations and avoid headaches with an automated, fully integrated billing solution.
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Customization and flexibility.
Set the fee schedule for each household and how you get paid by choosing monthly or quarterly billing and AUM-based, flat, or tiered fees. -
Easy implementation.
When onboarding clients, simply choose a fee option with one click. Clients can confirm their fee schedule during the account setup.
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Efficient invoicing and fee reporting
We accrue and assess fees using your fee schedule, ensuring accuracy and faster payments for your business.
Your clients receive a co-branded invoice that meets compliance requirements.
Get a detailed fee breakdown by household and account in your dashboard.
Let’s streamline your billing process.