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.
7 days free · No credit card · Built in Florida
$8,420
47
Acme Office Park
Monthly maintenance
$485
Riverside Apartments
Quarterly service
$1,200
Downtown Plaza
Monthly recurring
$320
West End Hotel
Bi-weekly contract
$680
Real Smarfle UI · Live data from your financial advisor CRM
Why generic billing software fails financial advisor owners
Generic billing tools weren’t built for financial advisor. Smarfle was.
Generic billing software
What everyone else gives you
- Quarterly AUM fees billed manually = late on busy quarters
- Monthly flat retainers billed inconsistently
- Planning project fees collected 30 days after delivery
Smarfle for Financial Advisor
Built for your actual workflow
- Saved card auto-charges quarterly AUM invoice on cadence
- Monthly recurring auto-charge against saved card eliminates the chase
- Saved card auto-charges project invoice with one click on completion
How financial advisor billing works in Smarfle
From the first touch to the closed loop. No missing pieces.
- 1
Customer signs up for recurring service
Via portal subscribe button or office-generated first invoice. Card saves to Stripe Customer.
- 2
Auto-charge runs on schedule
Daily cron processes recurring invoices, charges saved cards off-session. financial advisor owner sleeps; revenue lands.
- 3
Failed cards trigger retries + emails
Stripe auto-retries 3-4 times. If all fail, customer gets an email link to update their card. No manual chase.
- 4
Customer gets receipt + invoice instantly
Each successful charge fires a receipt email + creates a Paid invoice in Smarfle. Aging report stays clean.
- 5
Owner sees monthly recurring revenue
Subscription dashboard shows what's coming next 30 days. Cashflow forecasting actually possible.
Where financial advisor billing breaks down
The 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.
Cut AR by 80% on recurring revenue
Auto-charge saved cards for recurring service contracts. Failed payments auto-retry + email customer. The chasing-payments task disappears.
<24h
AR cycle (recurring)
70%+
Failed payments recovered
5-8h/wk
Hours saved chasing
Based on typical financial advisor operations. Your numbers may vary.
Features powering financial advisor billing
Each one a deep-dive in its own right.
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.
Learn moreSave 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.
Learn moreAuto-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.
Learn moreStripe 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).
Learn moreFinancial Advisor Billing Software CRM questions
Other financial advisor tools
Smarfle ships billing software alongside the rest of your CRM.
Billing Software for other industries
Same billing engine, tuned for each vertical.
Try Financial Advisor Billing Software free
7 days to test the full platform with your real financial advisor workflow. No credit card.
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