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Why Wealth Management Firms Need Better UMA Billing

Fee-based advice has been growing steadily for the past twenty years despite fee compression driven by robo-advisors and passive management strategies. This has pushed wealth management firms to start looking for ways to make their managed account programs stickier (less likely for clients to leave) and provide added value, both in service and performance.

My BillFin Story by Dan Cunningham

Principal at One Day In July, LLC One Day In July, LLC has been working with BillFin™ for approximately one year.  We have been so very pleased with our decision from the start, and are especially happy with the service team. Our Story: Our Controller was calculating each client’s bill and advisor’s commission manually via spreadsheets on a monthly basis.  This process