Modern and simple billing for financial advisors, RIAs, and broker-dealers that does away with lengthy and costly software implementations.
Boston, MA
Joined October 2014
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Being audited is stressful enough—don’t let your billing process add alarm. Read the latest article from BillFin. #billing #financialadvisor bit.ly/2thVMci
Aaron Hattenbach, AIF®, 7 reasons on why his firm uses BillFin. Thank you @RapportFinance for being a great customer. bit.ly/2Kn8rSP
Great to read an article by such a reliable source @beyondfinances!
investmentnews.com/article/2…
Billing fees in advance or with improper frequency? BillFin helps protect your firm from this SEC risk alert. #billing #financialadvisor bit.ly/2J25y9x
Headed to #XYPNLIVE in St. Louis! Stop by and say hi tomorrow! #billfin #financialadvisor #billing @XYPlanning
Are you using correct market valuations for your #financialadvisor fee billing? Read how BillFin handles this for your firm. #billing bit.ly/2oSQCkF
Don’t forget about the recent enhancements made to the Blueleaf/BillFin Partnership! Read more about SSO and invoices pushing to their portal. #financialadvisor #billing @blueleaf @blueleafadvisor bit.ly/2NJSyX1
“BillFin allowed us to become more independent, bill clients at a household-level, and do it cost effectively and efficiently.” Read our Client Spotlight with Craig Smith @vonBorstelAssoc #financialadvisor bit.ly/2uwouqC
Read BillFin Client Spotlight with Edwin Retter: "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." #financialadvisor goo.gl/ryW8mX
SEC Risk Alert: RIAs are simply not billing in accordance with the terms in their Form ADV and other materials that are provided to their clients. Read how #BillFin can help. #billing #financialadvisor #compliance goo.gl/ovsNfj
Watch Fermin drop the mic at #T32018 tonight. Go to the Carribean Ballroom V-VIII at 540pm to learn about @Redi2BillFin' s latest features and more.
We're at #T32018 ready to go! Come by booth 609 to ask all your billing questions. #fintech @t3techhub #Billing
Had a great time at #NationalLINC! Follow us here to be one of the first to know about BillFin enhancements based on your feedback. #BillFin
#NationalLINC is not disappointing! Meet some of the team in person—Fermin Garcia and Ryan Ady are here in Veo Village Kiosk 31a.
Just unleashed some awesome enhancements with our reporting connection partner @blueleaf: SSO and invoice delivery! Read more bit.ly/2DOObp4
Looking forward to #LINC2018 tomorrow! Come visit us in Veo Village at booth 31a. @TDA4advisors