Client Billing

CircleBlack removes the complexity from billing with automations. Get custom billing that fits your advisory and specific client needs without any “custom hassles.”
Powered by BillFin.
Experience the difference
Client Billing

Automatic invoicing cuts billing time in half

50%

reduction in time spent on client billing

99.9%

accuracy in billing calculations

2%

increase in client retention rates

Automatic invoicing cuts billing time in half

50%

reduction in time spent on client billing

99.9%

accuracy in billing calculations

2%

increase in client retention rates

Billing that works around the needs of your clients and your firm

FEE SCHEDULES

Set customizable fee schedules that reflect your services

Set up fee schedules based on Assets Under Management (AUM) or assign customized fee schedules to ensure accurate billing that aligns with your firm’s policies, preferences, and client agreements.
FLEXIBLE RULES

Manage billing exceptions and unique scenarios 

Every rule has an exception. Don't let your billing platform limit your ability to provide clients with custom fees unique to their needs.
AUTOMATIC INVOICING

Save time with automatic fee calculations and custom invoicing

CircleBlack's BillFin integration ensures billing is effortless, timely, and transparent. Client invoices are calculated automatically from custodial feeds integrated with CircleBlack, cutting your time spent managing invoices in half and giving you more time to focus on client relationships.
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.
Andy Schroeder
Senior Client Advisor
Safeguard Wealth Management

Frequently asked questions

Hidden Accordion

No Content

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 vault. From there, you can share them individually or include them in a report for sharing.

Latest Resources

Experience the CircleBlack platform for yourself

Book a demo today