Sep23
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

Aug04
My BillFin Story by Tim Brockman

Retirement Plan Advisor at Brockman Capital Management

  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

Nov19
My BillFin Story by Aaron Hattenbach

Founder and Managing Member of Rapport Financial

At prior RIA firms, we used Excel spreadsheets for calculating quarterly billing and generating invoices. But this is both time consuming and cumbersome with different fee schedules, clients joining your practice mid-quarter, prorated billing, etc. What I really like about BillFin is that once it’s all set up and you learn the user interface, you’re

Apr30
My BillFin Story by Craig Smith

von Borstel Advisor, CLU®, ChFC®, CFP®

Von Borstel & Associates, Inc, an advisory firm in Portland, Oregon, has been using BillFin since its introduction. “We value our independence as a firm and embrace new technologies that support this,” said von Borstel advisor Craig Smith, CFP®, ChFC®. “BillFin allowed us to become more independent, bill clients at a household-level, and do it

Mar26
My BillFin Story by Edwin Retter

Retter Capital Management LLC - Melbourne, Florida

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

Jan26
My BillFin Story by Justin Castelli

Founder & Financial Advisor of RLS Wealth Management

Prior to finding BillFin, I used to calculate management fees myself, which was an extremely stressful process. Billing consisted of a five spreadsheet progression to make sure no mistakes were made and I could show exactly how the fee was calculated. This was a lengthy process, often taking the majority of a day to complete.