Payments
Envestnet Payments equips advisors with the ability to offer flexible fee options – subscription, hourly, and retainer – to their clients. Easily invoice and collect professional services fees securely via credit card or ACH transactions.
Payments platform overview
Fee for Service Billing
Easily set up a one-time, recurring (monthly, quarterly, semi-annually, or annually) or ad-hoc fees based on your services and client needs.
Subscription Billing
Automatically create client invoices for reoccurring subscriptions that clearly identify the services and fees charged.
Flexible Payment Options
Support a secure checkout process for ACH or credit card transactions.
Advisor Dashboard
View your book of business in one place. Real-time reporting includes monthly revenue, next month's revenue, annual projected revenue, unpaid invoices, and more.
Compliance Features
Access historical invoices needed to help maintain compliant records.
If you have questions about your Payments platform, please get in touch with us.
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