Billing Solutions

Enhanced billing processes for financial services firms, helping empower advisors to achieve greater success in servicing their clients.

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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.

What makes Envestnet Billing Solutions different?
100% Client Satisfaction1
1,400+ users2

Payouts

Whether you are looking for a fee-splitting or advisor compensation tool, Envestnet Payouts is a solution that allows you to 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.

 
BILLING SOLUTIONS
For Wealth Managers
Ready to scale your wealth management? Discover Wealth Manager's custom billing solution with all the features you need. Experience easier billing today!
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BILLING SOLUTIONS
For Registered Investment Advisors
Managing investments, clients, staff, and growth is demanding for RIAs. Simplify the billing process and streamline workflows to ensure your firm stays compliant.
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BILLING SOLUTIONS
For Asset Managers
Asset managers face daunting billing challenges amid evolving financial landscapes. Revenue Manager streamlines invoicing with a holistic, scalable platform for precise financial management.
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BILLING SOLUTIONS
For Broker-Dealers
The intricate arrangements between broker-dealers and their clients create unique challenges when it comes to transparent, accurate billing, invoicing, and payment processing.
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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.

Additional resources we think you'll like

  • Blog

    Pricing Innovation is Good, but Manual Billing Can Be Painful

    Successful advisors know that they have to set aside time to explain their pricing structure, or structures, and address billing questions during client meetings.

  • Blog

    How to evaluate a billing solution for your practice

    Advisors spend an average of two hours working behind the scenes for every hour they spend with a client.

  • Blog

    A guide to SEC audits

    or RIAs, you can add one more certainty to that list: SEC audits. Some examiners pay a visit to a new RIA within the first year or so and regularly throughout its life. Regulators might also show up unanno

  • Blog

    Take the headache out of splitting advisor fees

    Billing software has helped automate the process, but there are still a number of operational issues that are not supported and require significant manual effort from the operations team. Splitting fees a

1Source: Based on BillFin client surveys

2Source: As of 2/12/2024