Scroll down to explore new billing capabilities & an exciting user experience update.
New Billing Capabilities
Running Invoices by Client
Ability to generate invoices by household or by billing group.
The ability to bulk upload Fee Structures as well as Fee Assignments.
Manual Accounts Updates
- Ability to View Closed Accounts
- Ability to Re-Open Closed Accounts
- Updated Custodian Label for Manual Accounts from “Hedge Funds” to “Manual Accounts”
December Product Webinar
Join our upcoming December webinar covering the ins-and-out of our Atlas for Advisors platform. You don’t want to miss learning about the new exciting features and enhancements! Register here.