## Online or PDF invoices

Easily generate invoices using your fee schedules, whether it's based on average daily, ending, or beginning balances. Download branded PDF invoices individually or in bulk.

## AUM fees, flat fees, or a combination

Bill clients based on a tiered AUM schedule, a flat fee, or a combination of the two. Bill monthly, quarterly, annually, or even on offset periods.

## Flexible fee allocation and direct billing

Allocate Roth IRA fees to a taxable account, while allocating a pro-rata share to the traditional IRA. Bill 401k fees to their custodian account, or directly to the client.

## Bill on held-away and cryptocurrency accounts

Include held-away, cryptocurrency, and manually tracked accounts in billing.

## Compliant, bulk email notifications

Publish invoices to your clients' document vault, then send bulk email notification via mail merge.

## Export custodian or CSV fee files

Download custodian fee files to trigger fee deductions with no manual entry.