The Only Double Journal Entry Billing System for Advisors!
It can be tough to keep track of your advisory fees, but with our unique double journey billing system, you can audit every bill and see exactly how your fees were calculated. Gain insight and confidence into who you're paying and why. Never get stumped by a billing question again.
Empower your advisors and managers with their own pay reports. Giving them full insight in their fees.
Rules Based Billing
Rules-based billing system helps make human error a thing of the past! The Elements billing system calculates fees on the fly, based on your pre-determined rules. Whether it's manager fees, wrap fees, referral fees, or any other type of fee, our system will take care of it for you.
So relax, no more last-minute audits to ensure that your millionth payout schedule was setup correctly, or that Bob didn't accidentally assign the wrong fee schedule. Our billing system has got you covered, so you can go back to sipping margaritas on the beach.
Detect & Prevent Billing Issues
You've probably experienced the frustration of a billing error. Maybe you overcharged or undercharged a client. Or maybe you've been overpaying your managers.
Introducing the most advanced billing system on the market! Our billing system will automatically detect and correct common issues such as over collection or under collection. It will also check to ensure that the fees generated are correct, and alert you to potential billing issues or fraud.
The Elements billing system will help you verify that your bill is accurate using a series of powerful audits and AI-based checks. We are confident you won't find a better advisor billing system.
Integrate With The Tools You Love!
Fusion Elements allows you to automate your billing process. You can easily pay advisors, managers, and collect fees from clients using our webhook/Zapier, and custodian integration. Saving you time, reducing error, and simplifying your life!
Ask us how you can get back 20 hours a month!
