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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 |

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.

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Redi2 Revenue Manager™ Platform Implemented by Beutel, Goodman & Company Ltd.

Powerful Solution Enhances Scalability and Efficiency

March 18, 2021 |

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.

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The Major Cost and Repercussions of Unnecessary Spreadsheet Fails

Let’s talk about spreadsheets.  We all use them.

March 05, 2021 |

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. 

Dan Cunningham
My BillFin Story by Dan Cunningham

Principal at One Day In July, LLC

September 23, 2020 |

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

Tim Brockman
My BillFin Story by Tim Brockman

Retirement Plan Advisor at Brockman Capital Management

August 04, 2020 |

  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

BillFin, Product Support
Prorating a New Client Mid-Period: BillFin Support

Expert Advice by BillFin Experts

July 29, 2020 |

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. 

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