Fee transparency is critical to building client confidence, but errors and delays that result from billing with legacy systems can erode that trust. Addepar’s end-to-end billing simplifies the calculation and tracking of firm fees for improved accuracy, transparency, and execution.
Addepar Billing
Ensure your billing sends the right message
Streamline bill runs with Addepar
Given the growing complexity of your clients’ investments, billing may be consuming more time and resources than your firm can spare. Addepar allows you to run bills with ease:
Generate bills in bulk by select groups and bill dates
Conduct firmwide revenue and earnings analysis by team
Retain historical billing data even after data or fee schedules change
Want to learn more about the benefits of Addepar Billing? Download the fact sheet.
With Addepar’s billing module, you can:
Simplify the set-up, run and review of any bill across all accounts
Control fee structures, billable assets, bill timing and intervals
Respond to client or audit questions easily with the underlying data and fee calculations at your fingertips
Provide the billing customization your clients expect
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Want to learn more?
See how to bill efficiently and with confidence using Addepar.