November 19, 2018 | Customer Spotlight
At prior RIA firms, we used Excel spreadsheets for calculating quarterly billing and generating invoices. But this is both time consuming and cumbersome with different fee schedules, clients joining your practice mid-quarter, prorated billing, etc. What I really like about BillFin is that once it’s all set up and you learn the user interface, you’re no longer going to waste hours in calculating client management fees and generating professional-looking invoices. Plus, it has partner level integration with both my performance reporting system, Blueleaf, and my primary custodian, TD Ameritrade.
There are so many attributes to like about BillFin:
Aaron L. Hattenbach, AIF®
Founder and Managing Member of Rapport Financial
San Francisco, CA