Intelligent Billing Built for Modern RIAs
Automate fee calculations, manage flexible billing models, and streamline advisory billing operations with greater accuracy, efficiency, and control.
Powerful Billing Built for Modern Advisory Firms
Built to automate complex billing workflows while supporting flexible fee structures and growing advisory operations.
Flexible Billing
Support fixed percentage of AUM, tiered AUM-based, flat service fees, and custom billing configurations through a configurable billing engine designed for diverse advisory business models.
Automated Operations
Automate fee calculations, invoice generation, billing schedules, and custodian dispatch to reduce manual effort while improving operational accuracy and billing consistency.
Intelligent Control
Manage household billing, exclusions, tax-aware payment distribution, and fee management from one centralized platform built for operational visibility and scalability.
Comprehensive Billing Capabilities Built for Advisory Firms
Handle complex billing requirements with configurable fee structures, automated workflows, and intelligent controls designed to simplify billing operations at scale.
Flexible Fee Billing Engine
Configure fixed percentage of AUM billing, tiered AUM-based billing, flat service fee arrangements, and fully customized billing models to support diverse client agreements.
Automated Billing Calculation & Scheduling
Automatically calculate advisory fees, generate invoices and fee statements, and schedule billing monthly, quarterly, or on fully customized billing cycles.
Advanced Billing Controls
Support household-level billing, multiple AUM valuation methods, account exclusions, asset class exclusions, security-level exclusions, and automatic proration for new accounts or cash flows.
Tax-Aware Payment Distribution
Distribute advisory fees intelligently across accounts using tax-aware payment allocation while supporting seamless custodian integrations and automated dispatch scheduling.
Billing Dashboard & Revenue Insights
Monitor fee management, billing activity, and revenue performance through a centralized dashboard that provides greater operational visibility and business insights.
Intelligent Features for Modern Advisory Billing
Eliminate Billing Complexity Across Growing Advisory Operations
Reduce administrative effort, improve billing accuracy, and confidently manage increasingly sophisticated advisory fee structures as your firm grows.
Reduce Manual Work
Automate fee calculations, billing schedules, invoice generation, and custodian dispatch to eliminate repetitive administrative tasks and improve operational efficiency.
Support Complex Billing
Manage multiple fee structures, household billing, exclusions, and custom billing configurations without increasing operational complexity or manual oversight.
Improve Revenue Visibility
Track billing activity, monitor revenue trends, and manage firm-wide fee operations through a centralized billing dashboard designed for informed decision-making.
Modernize Your Advisory Billing Operations
Simplify complex billing workflows, support flexible fee structures, and deliver greater operational efficiency with SoftPak Financial Systems' Client Billing solution.