Envestnet Billing Solutions - Simplifying the Billing Process
One Day In July, LLC has been working with Envestnet BillFin, for approximately one year. We have been so very pleased with our decision from the start, and are especially happy with the service team.
The move to cloud sourced BillFin with the direct link to our data has proved prescient with the need to work from home during the COVID-19 crisis. Their service team has handled any issues we’ve encountered quickly and efficiently throughout. We are now able to consistently complete the billing and commission process on business day-one each month. Most importantly, this integration has freed up my time to focus on growing our practice. I would encourage any Advisory practice to engage Envestnet BillFin.