Billing via Custodians
If your fee schedule is complex or you use multiple custodians, your custodian’s built-in billing solution may not be the answer.
If your fee schedule is complex or you use multiple custodians, your custodian’s built-in billing solution may not be the answer.
BillFin simplifies fee collection by generating CSV or Excel files tailored to your custodian’s specifications, making uploads seamless. It streamlines billing invoice creation and includes secure email delivery.