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
- Tweets205
- Following336
- Followers174
- Likes67
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
We're excited to share Justin's BillFin story as he addresses some of the common problems CFP's face in today's market. goo.gl/22yahr
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.
