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Wealth Utilities

BillFin

Advisory fee billing, simplified and automated.

"BillFin is a comprehensive advisory fee billing solution designed to streamline and automate the billing process for Registered Investment Advisors. It helps firms accurately calculate and collect fees, reconcile payments, and maintain compliance with regulatory requirements, ultimately improving operational efficiency and revenue management."

Launch Product Page
Consensus Grade
B+
85/100 Confidence
Institutional Verified
Market Position
Ranked #76 in Wealth Utilities
Validated Adoption
205 Firms Tracked
Coverage Status
enriched Documentation
Data Freshness
Updated Feb 2026

Strategic Capability Analysis

Automated fee calculation
Customizable billing schedules
Integrated invoice generation
Reconciliation tools
Client fee reporting

Primary Use Cases

Automating recurring fee calculations and invoicing
Reconciling fee payments with custodial statements

Agentic Intelligence Briefing

"BillFin automates and simplifies advisory fee billing for RIAs, ensuring accurate and efficient revenue management."

Real-time Forensic Synthesis

Competitive Strengths

Streamlines advisory fee billing
Automates complex calculations
Integrates with custodial platforms

Adoption Hazards

Limited feature set beyond billing
Potentially complex initial setup

Stack Compatibility Profile

How BillFin integrates into institutional RIA stacks.

205 Firms Analyzed
Riskalyze Online
77%
Stack Correlation
Nitrogen Wealth
71%
Stack Correlation
ROL
60%
Stack Correlation
Elements Financial Planning
57%
Stack Correlation
NDEX
55%
Stack Correlation
Advisor Websites (Responsive)
43%
Stack Correlation

Product Dossier

Target Market
RIA
Target Audience
Independent RIAs of all sizes
Firm Size Fit
1-PersonSmallMid-SizeEnterprise
Pricing Model
Enterprise Quote
Profile Completeness
100%

Consider Also

1Orion Advisor Services
2AdvisoryWorld

Value Proposition

"Automate and streamline your advisory fee billing process with BillFin, freeing up valuable time for client relationships."

Audit Your RIA Stack

See how BillFin fits into your overall tech efficiency score.

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