Instantly calculate complex billing cycles for all of your clients with the click of a button, reducing the risk of errors from manually entered data.
Quickly send invoices directly to the Blueleaf client portal for client viewing, eliminating manual transfers and disjointed workflow.
Include any of your client’s held-away assets on a client-by-client basis, ensuring you get paid on all accounts, managed or not.
Personalize an invoice template and make it your own. Add your logo, notes, or billing instructions to send clients tailored invoices within minutes.
Supports any approach. Calculate flat, tiered, and banded AUM fees and bill in arrears or in advance based on end of period or average daily balance.
Easily configure files of your fees to upload to your custodian system and collect payment in a snap.
Stay on top of key billing information like missing fee schedules and accounts so you can make updates before sending invoices.
Split up client fees across advisors based on your firm standard and negotiated rates to ensure advisors are paid correctly.
Get started quickly and effortlessly as our team of experts build everything from your billing rules to fee schedules.
Billing by Blueleaf is powered by an industry-leading billing platform specifically tailored for wealth management firms servicing $2 Trillion in assets.
Redi2 pioneered billing for financial services in 2007 by creating a better experience that helped large enterprises collect their revenue more efficiently now that technology is available for midsize and smaller firms.
From prospect to a satisfied client, Blueleaf helps you grow and maintain the deep relationships your business relies on.
Billing by Bluleaf makes it easy to simplify and automate your billing. Our team will set up and customize your settings based on your billing rules to ensure even your most complicated billing strategies are executed flawlessly. You’ll feel confident from the first time you bill, and every time after.
Once you’re up and running, the industry’s most responsive support team will resolve most issues in under 15 minutes. Fast, accurate, and at your service.
In addition to responding to questions, our success team will proactively reach out with personalized consulting. This additional layer of training and support will ensure your team is getting all the value our incredible platform has to offer.
Start for as little as$49/monthfor up to 50 households*.