Spend less time billing and focus on what matters most: client relationships.
“Before BridgeFT we would spend two to three hours a month on billing… Now, the entire billing process takes minutes.”
Partner and Director, ACA
Auditable, compliant fee billing with minimal effort. Atlas manages your billing, invoicing, and revenue processing so you don’t have to, no matter the complexity.
01
The only thing faster than setting up billing with Atlas is actually processing it. Auto-generate custodian files, client invoices, and revenue reporting with just a few clicks.
02
We support monthly or quarterly, arrears or advanced, prorated for flows, auto reallocated fees, custom groups, and more
03
Customize branding, color, and logos. Edit invoice formatting to reflect your business and any regulatory requirements.
04
Our system offers maximum customization and flexibility, but once it’s setup doesn’t require any effort to maintain
We know the technology behind our software can change how advisors work, because we are advisors. Atlas saves advisors time by automating reports, billing, and insights.
We’re your success partner. Our dedicated support team response time is nearly 7x faster than the industry average.
Get back hours of precious time spent on administrative tasks that don’t build client relationships or help grow your firm
Sending custom bills and reports on time builds trust with clients, month
after month
Learn more about Atlas for Advisors by scheduling a demo today
Discover powerful back-office advisor technology with seamless custodial data flow.
Meet with a product specialist to learn more about how WealthTech API can help you achieve your goals.
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