BillFin Best Practices for a Smooth Billing Cycle
Read our five best practices for a successful billing cycle plus a few pro tips
March 31, 2021 | BillFin Support
We recently hosted a BillFin Best Practices Webinar to prepare our BillFin users on how to have the most successful billing period yet! Not only do we want our users to feel prepared, we want them to be confident in their fees.
Redi2 Revenue Manager™ Platform Implemented by Beutel, Goodman & Company Ltd.
Powerful Solution Enhances Scalability and Efficiency
March 18, 2021 | Press Releases
Redi2 Technologies, Inc., the premier provider of revenue management and hosted fee-billing solutions to the global financial services industry today announced that Beutel, Goodman & Company Ltd., a Canadian independent investment manager with over $40 billion in assets under management, has implemented the Redi2 Revenue Manager™ platform.
The Major Cost and Repercussions of Unnecessary Spreadsheet Fails
Let’s talk about spreadsheets. We all use them.
March 05, 2021 | Product News
Even in today’s RIA world, a lot of financial advisors are still dependent on spreadsheets to calculate fees for their clients. Not only is it quite time consuming, but the high risk of incorrect fee calculations due to a simple error in your spreadsheet is unnecessarily stressful.
My BillFin Story by Dan Cunningham
Principal at One Day In July, LLC
September 23, 2020 | Customer Spotlight
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
My BillFin Story by Tim Brockman
Retirement Plan Advisor at Brockman Capital Management
August 04, 2020 | Customer Spotlight
Prior to signing with BillFin, I was spending three hours (to three days) on my billing process via excel. While excel got the job done, I found that I was taking time away from my clients to process their billing, and I didn’t want that. I researched, found BillFin, and signed up immediately. My
Prorating a New Client Mid-Period: BillFin Support
Expert Advice by BillFin Experts
July 29, 2020 | BillFin Support
If your firms bills in advance (forward) and has a new client join mid-period, chances are you need a way to prorate that client’s fees. Using our On-Demand Billing, known as “Bill Now” in BillFin, you can tackle what you’re looking for with a few clicks.