Fee Billing

any billing arrangement.

Say goodbye to revenue loss and compliance headaches with a fully integrated fee billing solution.

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fee billing fee billing


Control how and when you get paid with a solution that can account for common and unique circumstances alike.


Take the time you spend on fee calculations and data reconciliation from hours down to a few minutes.


Ensure your billing is mistake-free, trackable, and ready for audit at any time.

Custom schedule setup

Bill on terms that work for you and your clients -- AUM-based, hourly, flat fees, one-off invoices, or any combination thereof.

Exceptions and minimums

Easily exclude accounts at the household level and specify rules for minimums and maximums.

Advisory fee reporting

Stay audit-ready and ensure accuracy for executed and unexecuted invoices broken down by account -- accessible with just a few clicks.

Co-branded invoices

Add your logo and automate delivery of invoices via email or to the client portal for a transparent and secure investor experience.

"If I could tell advisors that are nervous to transition one thing: with Altruist, it's not what you are used to. It's a whole new world."

Tyler Purcell, Kiplinger Wealth Advisors

This testimonial was given by a current client or investor. Neither Altruist nor its affiliates paid for this testimonial, but we do earn revenue from financial advisors who use our software, from assets invested through our broker-dealer (Altruist Financial LLC) and assets using services made available by our registered investment adviser (Altruist LLC). As of the date of this testimonial, the promoting advisor received compensation or other benefits from Altruist through the promoting advisor’s participation in one or more of Altruist’s various programs, which created a conflict of interest on the promoting advisor’s part and may have influenced the view(s) expressed by the promoting advisor. For more details on program compensation and benefits and related conflicts of interest, please visit altruist.com/RIA-testimonial. For additional information about the promoting advisor’s conflicts of interest when expressing its views about Altruist or Altruist’s affiliates, please see the promoting advisor’s advisory program brochures, available at https://adviserinfo.sec.gov/.

This testimonial may not represent the experience of others and it is not a guarantee of results.

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