Billing Software for Financial Advisor

Financial Advisor Billing Software

AUM-based fees + flat retainers + project fees — financial advisor billing covers all three. Smarfle's recurring auto-charge handles AUM + retainer cleanly.

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Smarfle CRM - Financial Advisor Dashboard
Active Clients

128

Reviews Overdue

14

Revenue This Quarter

$52,600

Prospects in Pipeline

11

Recent Jobs

Whitfield Retirement Plan

Quarterly Portfolio Review

Scheduled

Okafor Education Fund

529 Plan Setup

In Progress

Brennan Estate Plan

Estate Planning Consultation

Completed

Park Family Trust

Trust Review and Update

Awaiting Documents

Where financial advisor billing breaks down

The day-to-day friction every financial advisor owner recognizes.

✕

Quarterly AUM fees billed manually = late

Quarterly fee calculation + manual invoice = slips on busy quarters. Recurring auto-charge fixes it.

✕

Monthly flat retainers inconsistent

Manual monthly invoicing slips. Auto-charge against saved card eliminates it.

✕

Financial planning project fees collected late

$3K planning project fee waits 30 days for payment. Saved card + auto-charge on completion fixes it.

How Smarfle handles financial advisor billing

Recurring billing, auto-charge saved cards, Stripe Connect with 0.5% platform fee, automatic overdue reminders.

Recurring billing on auto-pilot

Set up monthly, quarterly, or annual service plans. Customer signs up once, Smarfle bills the same card every cycle, no manual invoicing required.

Save card on file

Stripe Customer + saved payment method per client. After their first payment, future charges run off-session — no link to click, no card to re-enter.

Auto-charge saved cards

Daily cron auto-charges saved cards for recurring invoices. Owner gets confirmation email when payment lands; client gets a receipt. Failed cards trigger an email asking the client to update.

Stripe Connect (your account, not ours)

Money goes straight to your bank via Stripe Connect Express. We charge 0.5% platform fee on top of Stripe's 2.9% + 30¢. ACH for invoices over $1k drops to 0.8% (cap $5).

Automated overdue reminders

Smarfle auto-marks invoices overdue past due date and sends email reminders to the client. Workflow automation can fire SMS reminders too.

Learn more: Recurring billing on auto-pilot · Save card on file · Auto-charge saved cards
Top feature for financial advisor

Recurring billing, auto-charge saved cards, Stripe Connect with 0.5% platform fee, automatic overdue reminders.

AUM-based fees + flat retainers + project fees — financial advisor billing covers all three. Smarfle's recurring auto-charge handles AUM + retainer cleanly.

Compliance RecordsMeeting NotesPlan TrackingAudit Trail

Other tools financial advisor owners need

Smarfle is one CRM that ships billing software alongside everything else you run.

Financial Advisor CRM

The full CRM with everything else.

See it all

Financial Advisor Scheduling Software

Built into the same financial advisor CRM.

Explore

Financial Advisor Invoicing Software

Built into the same financial advisor CRM.

Explore

Plans that grow with your financial advisor business

All plans include a 7-day free trial. No credit card required.

Starter

Solo operators & small teams

$99/mo
  • Up to 3 users (1 owner + 2 techs)
  • Up to 100 clients
  • 1 GB storage
  • Unlimited work orders & invoices
  • Client portal
  • Scheduling calendar
  • Reports & analytics
  • Review requests
  • Voice AI receptionist (usage-based)
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Most Popular

Professional

Growing service businesses

$199/mo
  • Up to 10 users
  • Up to 500 clients
  • 3 branch locations
  • 5 GB storage
  • Everything in Starter
  • AI email & SMS drafts
  • GMB rank tracking
  • Voice AI receptionist (usage-based)
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Business

Multi-location operations

$349/mo
  • Up to 30 users
  • Up to 1,000 clients
  • 10 branch locations
  • 20 GB storage
  • Everything in Professional
  • Priority support
  • Voice AI receptionist (usage-based)
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SMS, email, AI, and voice are billed pay-as-you-go. See full pricing breakdown →

Financial Advisor Billing Software CRM questions

Create a service in Smarfle marked 'recurring' with an interval (weekly/monthly/quarterly/annually). When a client signs up via the portal or you generate the first invoice, Smarfle creates a Stripe Subscription on your connected Stripe account. Stripe bills the saved card automatically every cycle. Each successful charge auto-creates a paid invoice in your CRM.
Money goes straight to your Stripe account, not ours. We use Stripe Connect Express — Stripe holds the funds, transfers to your bank on your payout schedule. Smarfle never touches the money. You see the deposit in your bank within 2 business days (Standard payout) or instant (Stripe Instant Payout, fee applies).
Stripe automatically retries failed cards 3-4 times over a week. If all retries fail, Smarfle marks the subscription Past Due and emails the client a Stripe-hosted update-card link. Owner gets a notification too. The recurring invoice stays unpaid until the client fixes the card.
Generate the quarterly invoice with the calculated fee. If client has saved card from retainer, it auto-charges. AUM-variable amounts need manual generate; fixed fees fully auto.
Yes. Monthly recurring service template. Card saves first month, auto-charge handles future months.
Generate the project invoice on completion. Client's saved card auto-charges with one click.

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