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Envestnet Billing Solutions
Client Stories
Unmatched Customer Service
I was wasting an hour per month using Excel for my billing process. I've been looking for a billing program like Envestnet BillFin for quite
a while. Since joining, I've never looked back. Not only do I love the program, I couldn't ask for better help along the way. Everyone's
support should be as good as Envestnet BillFin!
I look forward to working with Envestnet for years to come.
Andrew Bodner
President and Founder
Double Diamond Investment Group
www.doubledig.com
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.
Our Controller was calculating each client's bill and advisor's commission manually via spreadsheets on a monthly basis. This process
would take a minimum of 4 business days. When the first of the month included a weekend or Monday Holiday, as many as 6 days
would pass before billing and commission calculations were complete. This manual process clearly had negative effects on everyone
at One Day In July.
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.
Dan Cunningham
Principal
One Day In July
www.onedayinjuly.com
