BillFin

BillFin is a cloud-based billing solution for financial advisors and planners. With its flexible billing setup, customizable templates, reminders and alerts, prorated billing, embedded reporting and analytics, and fee-splitting via payouts, BillFin helps users simplify the billing process. Users can automate the billing of new accounts and intra-period deposits and withdrawals with BillFin. BillFin uses special dates to calculate prorated fees for accounts that start during a billing period. It also calculates prorated adjustments for accounts with significant deposits and withdrawals, ensuring accuracy in fee calculations. It allows users to pay advisor fees using the Payouts module accurately. With firm-level, client-level, and account-level rules, team members can ...