Simplify billing and reporting
Streamline operations and avoid headaches with an automated, fully integrated billing solution.
All screenshots are for illustrative purposes only.
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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. -
Tax efficient by design.
Choose to have advisory fees automatically drawn from Cash Reserve first, followed by taxable, and then retirement accounts—adding tax efficiency at scale and minimizing investment disruption.
All screenshots are for illustrative purposes only.
Efficient invoicing and fee reporting
We accrue and assess fees using your fee schedule, ensuring accuracy and faster payments for your business.
Clients can easily see advisory fees in their account activity and co-branded statements.
Get a detailed fee breakdown by household and account in your dashboard.
Let’s streamline your billing process.