Client Billing

The CircleBlack Client Billing application simplifies billing management with an embedded integration to BillFin. It automates AUM fee calculations, exclusions, and overrides, and supports flat, tiered, and banded fee structures at the household, account, or firm level. Firms can set billing frequencies, handle prorated fees and terminations automatically, all while generating professional invoices with built-in fee-splitting and reconciliation.
Experience the difference
Client Billing

Cut billing time in half with automatic invoice calculations

50%

Reduction in billing time with BillFin integration

99.9%

Billing accuracy with automated and custom invoicing

2%

Increase in client retention through custom advisory fees

Cut billing time in half with automatic invoice calculations

50%

Reduction in billing time with BillFin integration

99.9%

Billing accuracy with automated and custom invoicing

2%

Increase in client retention through custom advisory fees

Billing that reflects the needs of your firm

Enhance back-office efficiency across your entire advisory
FEE MANAGEMENT

Automated, customizable AUM fee calculation across accounts and households

Automated calculation of flat, tiered, or banded AUM fees across households and accounts with customizable exclusions, overrides, and billing schedules for advance or arrears.
FLEXIBLE RULES & CONTROLS

Customizable rules at every level to tailor billing to unique client needs

Firm-, household-, and account-level rules customizable to adapt to unique client needs, enabling tailored fee structures, exceptions, and schedules.
INVOICING AND REPORTING

Polished invoices with fee-splitting and audit trails

Professional invoices with built-in fee-splitting management and audit trails. Seamlessly attach invoices to client reports within CircleBlack for a unified client experience.
Diversified Capital Group
We had a choice to bill our clients using our billing fee calculations and structure: ending balance, monthly, in advance, etc. Managing billing in Excel had been a nightmare, but CircleBlack makes it easy. It only takes 20% of the time it used to! Now, we do it consistently, which creates a better client experience.
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Andy Schroeder
Senior Client Advisor
Safeguard Wealth Management

Frequently asked questions

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Can you exclude specific securities from billing?

Yes. You can exclude billings on securities at the business level, by account, and by household.

Can you make one-off or recurring billing exceptions?

Yes. You can make exceptions at the household and account levels.

Does CircleBlack support commission payouts?

You can add this feature by subscribing to Payouts from BillFin (additional subscription required).

Can I schedule more than one fee per account?

You can assign accounts using a tiered, flat, or AUM-plus-flat schedule.

Can you automatically send invoices to my clients?

You can share invoices in bulk to the Advisor Document Management. From there, you can share them individually or include them in a report for sharing.

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