Streamline Fee Billing

& Boost RIA Efficiency

Wednesday, February 7 at 2:00 PM EST

Register for this webinar

Free Admission

Wed, February 7, 2024


2:00 PM – 2:30 PM EST

Discover how to:

Learn industry best practices for efficient client billing.

Discover how CircleBlack and BillFin can work together to streamline your operations.

Get actionable tips and strategies that could help boost your firm’s profitability.

Ask your questions and get advice from our guest industry speakers.

Presented by


Are you an advisor struggling with time-consuming billing processes and complex fee structures? Do you wish you could spend less time on paperwork and more time on what matters most – your clients?

CircleBlack and BillFin are excited to present a FREE webinar that will show you how to overcome these challenges and unlock your firm’s growth potential.

What you’ll learn

  • How to automate billing tasks and eliminate manual data entry.
  • How to set up and manage even the most complex fee structures with ease.
  • How to streamline invoicing and payments for a seamless client experience.
  • How to gain valuable insights into your financial performance to make informed decisions.
  • How the CircleBlack-BillFin integration can simplify your workflows and boost efficiency.

Don’t miss this opportunity to learn how to take your practice to the next level. Register for the webinar today!

Event Registration