March 26, 2018 | Customer Spotlight
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