My BillFin Story by Edwin Retter

March 26, 2018 |

Many thanks to BillFin for streamlining our firm’s invoicing process!  As a small but growing RIA, we are always looking for cost-effective ways to increase productivity and have more time to work with clients.  Technology solutions play a big role, of course, and BillFin is worth every penny.  Customizing their software to our specific firm was easy, and it works seamlessly with our custodians to generate professional invoices.  A highly recommended solution for RIAs still manually generating quarterly invoices.  Thank you!

Edwin K. Retter, CMT

Retter Capital Management LLC

Melbourne, Florida