Client Billing

CircleBlack removes the complexity from client billing by allowing firms and advisors to define and automate the calculation of custom flat, tiered, and banded AUM fees, as well as default asset-class and security-level exclusions with optional household- and account-level overrides. Structure unique invoicing without unique hassles through BillFin’s embedded integration within CircleBlack.

Experience the difference

Automatic invoice calculations cut 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 invoice calculations cut 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.