eVestech Launches Advanced Billing Solution for RIAs

With eVestech Billing, RIAs can customize one-time fees for special projects, tailor pricing at account and household levels, set minimum fees, and choose from various pricing structures.

eVestech is thrilled to introduce its new billing solution, eVestech Billing, designed to meet the diverse needs of Registered Investment Advisors (RIAs). This cutting-edge platform simplifies the fee management process and offers flexibility and efficiency.

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Key Features of eVestech Billing:

Adaptable Billing Options

With eVestech Billing, RIAs can customize one-time fees for special projects, tailor pricing at account and household levels, set minimum fees, and choose from various pricing structures, including flat and tiered pricing. This adaptability puts the control in your hands, allowing you to cater to your clients’ unique needs.

Dynamic Calculation

The solution allows for flexible billing schedules, whether in advance or arrears, and supports prorated billing for cash flows. Fees can be calculated based on ending or average daily balances, with options to include cash flow-based calculations. Safeguard reminders ensure no billing opportunities are missed, and specific assets or cash can be excluded from billing calculations as per policy.

Efficient Invoice Management

eVestech Billing enables batch invoice generation and fee/cash balance audits to ensure sufficient funds. Advisors can preview and approve invoices before finalization, ensuring accuracy.

Client-Friendly Invoicing

eVestech Billing offers clear, transparent invoices that enhance client trust. With versatile delivery options in digital and PDF formats, detailed account breakdowns are provided for clients with multiple fee schedules, ensuring transparency and clarity in pricing.

Ready to Learn More?

eVestech Billing is set to revolutionize how RIAs manage their billing processes, providing a modern, streamlined solution that saves time and enhances client relationships. If you’d like to learn more about eVestech Billing, download a one-sheet today.

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