Billing Solutions

Revenue Manager

Envestnet Revenue Manager unlocks the full potential of your data, enabling precise revenue management and smarter strategic decisions—all while helping to maximize back-office return on investment (ROI).

BillFin

A modern solution for RIAs and financial advisors offering a simple and cost-effective advisory billing offering.

Payouts

Whether you are looking for a fee-splitting or advisor compensation tool, define your payees and set up specific firm, client, or account-level rules based on the firm’s set standards and the advisor’s negotiated rate.

Wealth Billing

Envestnet Wealth Billing is a scalable and high-performance solution for managed accounts. It’s designed for managed accounts, client billing, fee disclosure, complex payouts, and high-volume architecture.

Payments

Envestnet Payments empowers advisors to provide clients with flexible fee options—subscription, hourly, or retainer for their clients. Easily invoice and securely collect professional service fees through credit card or ACH transactions.

Integrations that make a difference

Experience a feature-rich ecosystem of first- and third-party technology. With Envestnet’s robust network of integration partners, you can easily create a holistic technology stack that simplifies your day-to-day and maximizes your value.