Fee Billing

Albridge Fee Billing provides advisors with a fee calculation and billing tool that accurately and efficiently automates the fee billing process — regardless of where your assets are custodied. Integrated into the Albridge Wealth Reporting platform, our fee billing functionality allows financial advisors to create and manage fee structures and complex billing with flexibility and ease. A few of the benefits of Albridge Fee Billing include the ability to tailor billing models to the individual client, whether advisors are applying reoccurring or one-time discounts or excluding individual securities from billing, producing fee statements and invoices, or need to bill an external aggregated account and keep a permanent archive of fee models, amounts, and bills.

• Perform fee billing for held-away assets at any custodian or clearing firm
• Create and manage fee structures and complex fee billing models with flexibility and ease
• Customize billing models to the individual client
• Provide clients with a higher level of service by maximizing operational efficiency through the automated features of Albridge