Client Billing Features
Online or PDF invoices
Easily generate invoices using your fee schedules, whether it's based on average daily, ending, or beginning balances. Download branded PDF invoices individually or in bulk.
![Online or PDF invoices](/_nuxt/img/invoice-pdf.fbff310.png)
AUM fees, flat fees, or a combination
Bill clients based on a tiered AUM schedule, a flat fee, or a combination of the two. Bill monthly, quarterly, annually, or even on offset periods.
![AUM fees, flat fees, or a combination](/_nuxt/img/combo-fees.7f93b28.png)
Flexible fee allocation and direct billing
Allocate Roth IRA fees to a taxable account, while allocating a pro-rata share to the traditional IRA. Bill 401k fees to their custodian account, or directly to the client.
![Flexible fee allocation and direct billing](/_nuxt/img/fee-allocation.9e0997b.png)
Bill on held-away and cryptocurrency accounts
Include held-away, cryptocurrency, and manually tracked accounts in billing.
![Bill on held-away and cryptocurrency accounts](/_nuxt/img/billing-custom-assets.b07d5eb.png)
Compliant, bulk email notifications
Publish invoices to your clients' document vault, then send bulk email notification via mail merge.
![Compliant, bulk email notifications](/_nuxt/img/invoice-notifications.c5b4afe.png)
Export custodian or CSV fee files
Download custodian fee files to trigger fee deductions with no manual entry.
![Export custodian or CSV fee files](/_nuxt/img/download-invoices.1dd9b1c.png)