Easily set and adjust fee structures for each client, from families to firms, and automate billing with confidence. Quick, transparent fee reports keep you and your clients informed about their accounts.
Optimize your
fee structure
Create fee grids to meet your client needs by category, from standard or promotional, to friends and family. Use AUM-tiered or flat fee grids with as much granularity as needed, from organization-wide down to a specific account.
Automate billing
and invoices
Set up billing cycles and invoice dates for each client, and the system will automatically charge fees for you. Plus, you can perform cash availability checks prior to receiving payment.
Maintain account
visibility
Get a clear view of client standing by generating fee reports that highlight the client, account, payment account, scheduled fees, cash available, and market value.
Insights and tools for the modern wealth professional
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