Financial advisor billing software
Your quarter end is forty fee runs that all have to happen in the same week. Smarfle holds each client's fee basis so the whole quarter bills as one process, and keeps flat retainers moving on their own monthly cycle.
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 fees are raised by hand, so they go out late in busy quarters
- Flat monthly retainers are billed inconsistently across the book
- Planning fees are collected a month after the plan was delivered
Smarfle for financial advisor
Built for your actual workflow
- The stored card is charged on the quarterly cadence held with the client
- Each client's fee basis drives the whole quarter as a single run
- Planning work bills at completion against the arrangement already on file
How financial advisor billing works in Smarfle
From the first touch to the closed loop. No missing pieces.
- 1
The fee basis is recorded on the household
How the charge is calculated and how often is held on the client, so a quarter end becomes one process rather than forty separate decisions.
- 2
The period's figure is entered once
The number driving the fee comes in from your portfolio system at quarter end, and every document is produced from it in the same pass.
- 3
Charges go out together
The entire book is produced and delivered in a single pass, so quarter end becomes something a principal reviews rather than something the practice grinds through.
- 4
Flat arrangements run on their own dates
A household on a monthly retainer charges independently of the quarterly cycle, so neither one ever waits on the other.
- 5
Disclosures travel with the charge
The documentation that has to accompany a fee is attached to the same send, making compliance part of billing rather than a second task afterwards.
Where financial advisor billing breaks down
The friction every financial advisor owner recognizes.
The fee depends on a number from somewhere else
A quarterly charge is a percentage of a balance held at a custodian. Getting that figure, applying it and raising the document is three systems and one person under time pressure.
Flat-fee households are billed inconsistently
A client on a monthly arrangement pays whenever somebody raises it. Across a book, a quarter of them are always behind, and it is never the same quarter twice.
The relationship is decades and the billing is quarterly
Four moments a year where money is discussed with somebody who trusts you with everything else. Each one raised by hand is another chance to get it slightly wrong.
Quarter end, forty calculations
A percentage of a balance is simple once and painful forty times. Hold the fee basis on the client so the quarter runs as one process, and keep flat retainers on their own monthly cadence.
140
Households billed
3-5
Days to clear a run
All
Done by hand
Based on typical financial advisor operations. Your numbers may vary.
Features powering financial advisor billing
Each one a deep-dive in its own right.
Fee basis is a field on the household
Rate, tier and the basis the fee is struck on are fields you define, so the quarter is a calculation against stored terms rather than a rebuild.
Learn moreHouseholds group their own accounts
Several accounts belonging to one family sit under one record, so the relationship bills as a household and reads as a household.
Learn moreDisclosures send with the charge
A reusable template carries the fee explanation, so every client gets the same wording every period without anyone rewriting it.
Learn moreFixed-fee households bill without the quarter
A family on an annual or monthly fee carries that arrangement on the record, which keeps them out of the pile you work through every quarter end.
Learn moreFinancial advisor billing software questions
Moving your financial advisor billing software off another tool?
Most financial advisor businesses arrive at Smarfle from one of the tools below. See a side-by-side comparison.
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.
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