Financial advisor invoicing software
Your advisory fee is arithmetic nobody argues with until forty households need it in the same week. Smarfle builds each document from the household record with the working shown and the disclosures already attached, so nothing has to be assembled twice.
7 days free · No credit card · Built in Florida
Invoice
INV-00142
Issued recently
Bill to
Sarah Johnson
123 Oak Street, Orlando FL 32801
Labor. 2.5 hours @ $95/hr
Parts. Replacement components
Service call · diagnostic
Real Smarfle UI · Live data from your financial advisor CRM
Why generic invoicing software fails financial advisor owners
Generic invoicing tools weren’t built for financial advisor. Smarfle was.
Generic invoicing software
What everyone else gives you
- Calculating a quarter of fees by hand produces errors at scale
- Project fees are collected weeks after the plan was delivered
- Required disclosures are sent separately from the fee
Smarfle for financial advisor
Built for your actual workflow
- Enter the quarter's figure and the fee and its document are produced from it
- The document is raised on completion and goes out with a way to pay
- A document uploaded to the client travels with the bill automatically
How financial advisor invoicing works in Smarfle
From the first touch to the closed loop. No missing pieces.
- 1
Fee basis held on the client record
The agreed rate and how it is calculated sit on the client, so quarter end is a run rather than forty separate calculations.
- 2
Advisory fee invoiced with the calculation shown
The document shows how the number was reached, which is both what the client expects and what keeps the conversation short.
- 3
Project work invoiced at completion
A financial plan bills when it is delivered rather than being held to the next quarterly cycle, which is when the client values it most.
- 4
Required disclosures attached to the invoice
The documents that must accompany a fee travel with it, so compliance is part of sending rather than a separate task afterwards.
- 5
Fee history stays on the client record
Every invoice and payment sits against the client, so an annual review has the fee history in the same place as everything else.
- 6
Payment link where the client pays directly
For fees not deducted from an account, the invoice carries its own way to be paid rather than relying on a transfer the client has to initiate.
Where financial advisor invoicing breaks down
The friction every financial advisor owner recognizes.
The fee is arithmetic done forty times
A percentage of a balance is straightforward once. Across a whole book at quarter end it is forty separate calculations, done under time pressure by somebody who also has meetings that week.
Project work has no natural billing moment
A financial plan is delivered and then it sits. Nothing in the calendar forces the fee, so it gets raised whenever somebody notices, usually well after the household stopped thinking about it.
Disclosures travel separately from the fee
Whoever raises the fee and whoever sends the required paperwork are rarely the same person on the same day, which turns an obligation into an afterthought.
Fee maths done by hand
One basis-point calculation is trivial and forty of them inside a week is not. Raise each from the household record with the arithmetic shown, bill project work as it completes rather than hoarding it for quarter end, and keep the disclosures on the document they belong to.
60
Plan pieces a year
Few
Raised at completion
Most
Waiting on quarter end
Based on typical financial advisor operations. Your numbers may vary.
Features powering financial advisor invoicing
Each one a deep-dive in its own right.
Quarter end goes out in one pass
Fee documents for the whole book are raised and delivered together rather than one household at a time, which turns the first week of a quarter into a review instead of data entry.
Learn morePlans priced as a proposal
A financial plan or a one-off piece of work leaves as a priced proposal the household accepts, so the engagement is settled in writing before anybody starts it.
Learn moreDelivered to the inbox they use
Each fee document arrives by email under your firm name, rather than sitting behind a portal login the client has to be reminded about twice a year.
Learn moreYour firm on every document
Logo, colors and firm details print on what you send, which matters when the paperwork is most of what a client sees between review meetings.
Learn moreFinancial advisor invoicing software questions
Moving your financial advisor invoicing 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 invoicing software alongside the rest of your CRM.
Invoicing software for other industries
Same invoicing engine, tuned for each vertical.
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