Issue link: https://resources.envestnet.com/i/1539310
3 The above is based on the experiences of current clients as of the date of writing and is not representative of all client experiences. No cash or non-cash compensation was provided for these client stories. Envestnet is separate from and unaffiliated with One Day in July, Double Diamond, Aspen Financial, Inc, RLS Wealth and George Papadopoulos. This material should not be construed as a recommendation or endorsement of any particular product, service, individual or firm. The information, analysis, and opinions expressed herein are for general and educational purposes only. Nothing contained in this presentation is intended to constitute legal, tax, accounting, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. The services and materials described herein are provided on an ´as is´ and ´as available´ basis, with all faults. The graphical illustrations herein do not represent client information or actual investments. Nothing contained herein is intended to constitute legal, tax, accounting, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. Envestnet disclaims all warranties, express or implied, including, without limitation, warranties of merchantability or fitness for a particular purpose, title, non-infringement or compatibility. Envestnet makes no representation or warranties that access to and use of the internet while utilizing the services as described herein will be uninterrupted or error-free, or free of viruses, unauthorized code or other harmful components. Envestnet reserves the right to add to, change, or eliminate any of the services and/or service levels listed herein without prior notice to the advisor or the advisor´s home office. This document refers to information products or services that may be in development and not yet available. Accordingly, nothing in this presentation should be construed as a representation or legal agreement by Envestnet to make available specific products or services (including, without limitation, concepts, systems or techniques.) © 2025 Envestnet, Inc. All rights reserved. Make Quarter End Billing Simple & Intuitive I have been using my own Excel spreadsheets for billing every quarter and the task grew to be very time consuming. Then I found Envestnet BillFin which has saved many hours every quarter! It is very easy to learn. After the initial setup, it works very smoothly. What a huge burden off my shoulders, those Excel spreadsheets were getting horrendous to work with. George Papadopoulos, CPA/PFS, CFP® President www.thefeeonlyplanner.com To learn more, contact us at billfin@envestnet.com or 844.518.7873 to get started.