Flexible Fee Management
for Advisors

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.

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.

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.